Advisor Assistant

Advisor Assistant

Location: Cheltenham - City Centre (GL50)

Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness, and death in service employee benefits

Hours: Full time, Office based - 9.00am - 5.00pm

Working as part of the team at an Appointed Representative of St. James’s Place Plc.

An excellent opportunity has arisen for a professional and adaptable Advisor Assistant to work for a Partner within a St. James’s Place Partner Practice which is based in Cheltenham town centre.
You will be managing the work generated by the Partner and offering support as required in this people centric business.

The Role:

You will be working with the Partner, providing support in all aspects of office administration including:

• Diary management
• Arranging appointments
• Client communications by telephone and email
• Preparing letters, presentations, and reports
• 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 will have an initial period of training to learn new processes and skills, which will provide you with a solid foundation for a career within a Financial Services Practice.
There is also opportunity to progress within the SJP Accreditation framework as well as professional qualifications.

The Person:

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.

• It would be useful, but not essential, to have worked in a Financial Services or professional service environment or have a financial background with some relevant qualifications.
• You have exceptional communication skills - both verbal and written
• You have an excellent eye for detail and good IT skills
• You will need strong problem-solving skills, be a real 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 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. SJP has funds under management in excess of £168.2bn. This business Is well established and highly successful.

Please note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

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