Practice Administrator

St. James's Place Wealth Management
18 Apr 2019
10 May 2019
Contract Type
Full Time
Practice Administrator

Location: Brighouse, HD6

Salary: up to £25k per annum + benefits

Are you an enthusiastic, adaptable and confident Personal Assistant/Administrator who could fulfil a vital support function within a dynamic and busy office?
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. SJP has funds under management in excess of £100bn.

You will be working for a highly respected Appointed Representative of St. James’s Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs.

The Rewards:
• Joining an engaging atmosphere, you will be part of a small, but growing team that strives to deliver an unrivalled level of service to their clients, and works very hard to make a success of this incredible company.
• The chance to extend your skills and experience, and gain professional qualifications.
• Amazing working environment.

If you think you could thrive as part of this forward thinking team, apply today.

The Role – Practice Administrator
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a real ‘can do’ working style.
• You will be working in a busy, client facing office, dealing with a wide range of administrative tasks to support the Partner in all aspects of the business, including Managing the Diary, Client Liaison, Digital Marketing and Event Planning.
• Full training on in-house systems will be given, however you will need a very good working knowledge of Word, Outlook and other Microsoft Programs.

Specifically your role will involve:
• Providing a high level of administrative support to the Partner
• Managing the database of clients
• Diary management for the Partner
• Correspondence for clients and providers
• Processing new business and writing reports
• Digital Marketing and event planning
• Meeting and greeting clients

The Person – Practice Administrator
Working in a small team will mean that your responsibilities will be interesting and diverse, so your adaptability and resourceful approach will be essential.
This is an important role and you will be supporting the Practice in a number of key areas. You will be a self-starter who is able to work with little or no supervision.

To be considered as a Practice Administrator you will need:
• The ability and confidence to quickly learn in-house IT systems
• Excellent communication skills, be highly organised and can make decisions.
• Proven work experience as an Administrator or Personal Assistant (Financial Services experience is useful but not essential.)
• The ability to build rapport and manage client relationships
• Strong attention to detail and be able to problem solve and think on your feet
• Experience providing marketing support (including social media)
• Good time management and planning skills
• The ability to manage your own workload effectively at all times
• Strong working knowledge Outlook, Word and other Microsoft Office Programs

It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

Please note that this 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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