Pa/administration Assistant

6 days ago

Horsham, United Kingdom Horsham Financial Services Ltd Full time

An opportunity has arisen for a professional and adaptable PA/Administrator to work within a Senior Partner Practice which is part of St. James's Place Wealth Management Group. You will be based in a busy office ensuring the business generated by the Practice is processed correctly and in a timely manner while also making and receiving telephone calls on behalf of the Practice. **The Role** You will be working with the Director of the Practice. You will be collating client information, organising client reviews, preparing illustrations, managing cases to completion and working with internal processing systems. You will be given full training on the relevant IT systems, so proficient IT skills are necessary. You will be liaising with third parties on a daily basis. **The Person** This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a "can do" working style. You have been working for an IFA or Financial Services company and have experience of the administration of either Pension, Investment or Protection products. St. James's Place experience preferred. You have excellent communication skills and are highly organised. 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. Pay: Up to £30,000.00 per year **Benefits**: - Company pension Schedule: - Monday to Friday **Experience**: - Financial: 2 years (required) Work Location: In person

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