Personal Assistant
4 days ago
**Personal Assistant**
**Location: Cardiff**
**Salary: Highly competitive + bonus**
**Hours: Full time**
An excellent opportunity has arisen for a professional and adaptable Personal Assistant to work for a Senior Partner within a St. James’s Place Wealth Management providing bespoke wealth management advice to private and corporate clients in Cardiff. Youwill be managing the work generated by the Partner and offering support as required.
It would be useful, _but not essential_, to have worked in a Financial Services or professional service environment or have a financial background.
**The Role: Personal Assistant**
You will be working with the Partner in all aspects of office management including:
- Managing office budgets
- Assisting the Partner with marketing administration
- Preparing all documentation for the Partner’s meetings
- Ensuring client information is recorded accurately
- Dealing with third parties on a daily basis
- Managing the pipeline of business through the Practice.
You have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice and you will have the opportunity to progress within the SJP Accreditation framework.
**The Person: Personal Assistant**
This is an interesting and challenging role that would suit a confident, numerate, highly organised and professional individual who enjoys using their initiative and who has a 'can do’ working style.
- You have exceptional communication skills - both verbal and written
- An excellent eye for detail and good IT skills
- Strong problem solving skills
- You are a self-starter and able to work with little or no supervision
- You are reliable with proven office management, administrative or personal assistant experience
- You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion
St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
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