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Business Operations Coordinator

1 month ago

Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full time
About This Opportunity

Join a highly regarded St. James's Place Partner Practice based in Cheltenham town centre as a Technical Administrator. In this role, you will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.


The Key Tasks
  • Preparing reports and presentations for the Partner
  • Ensuring accurate recording of client information
  • Communicating with clients via telephone and email
  • Managing the pipeline of business through the Practice

As a technical administrator, you will have the opportunity to develop new skills and knowledge, working alongside experienced professionals in a fast-paced and dynamic environment.


Requirements
  • Excellent communication and interpersonal skills
  • Proven office management, administrative, or personal assistant experience
  • Strong problem-solving skills and attention to detail
  • Ability to work independently and as part of a team

For this role, we are offering a competitive salary, ranging from £35,000 to £40,000 per annum, depending on experience.


Benefits and Career Opportunities

This is an excellent opportunity to progress within the SJP Accreditation framework and achieve professional qualifications. You will have the chance to work with a leading FTSE 250 Wealth Management company, distributing a range of Investment and Retirement products and financial solutions to a High Net Worth client base.