Administrative Assistant

Burgh Recruitment Ltd
Stowmarket, UK
20 Aug 2019
31 Aug 2019
Contract Type
Full Time
Administrative Assistant

Location: Stowmarket or Danbury

Salary: Up to £21,000

Hours: Full time

Blackwater Wealth Management is a Partner Practice of St. James's Place Wealth Management offering Wealth Management and Financial Planning advice to individuals and small companies.

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. You will be employed by the Practice.

An excellent opportunity has arisen for an administrative assistant to join the team at Blackwater Wealth Management to provide support to the financial advisers.

The Role - Administrative Assistant

You will be working with the Financial Advisers providing admin support in a variety of tasks including diary management, arranging appointments, client communications by telephone and email, preparing letters, presentations and reports, ordering stationery, and assisting the Advisers with marketing administration.

You will be preparing all documentation for the Partner's meetings, and will need to ensure that client information is recorded accurately. You will be dealing with third parties on a daily basis and you will be managing the pipeline of business through the Practice. You will 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.

The Role - Administrative Assistant

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 'can do' working style.

Additional attributes we are looking for are:
  • Experience of working within the financial services industry; ideally within an advisory setting would be advantageous
  • Professional approach to business support
  • Excellent telephone manner, positive, polite, informative, professional, attentive, consistent, friendly and warm
  • Very organised with the ability to manage multiple task at the same time
  • Highly effective internal and external communicator - both verbal and face to face
  • Team player happy to manage and support colleagues
  • Ability to work on own initiative, including as a sole occupier of the office
  • Happy to take guidance from others when needed
  • Ability to listen and empathise
  • Analytical with a high attention to detail, especially to the client's needs
  • Hard worker who is self-motivated and a self-believer
  • Mature approach and diplomatic
  • Willingness to take responsibility
  • A commitment to continued personal development and growth
  • Highly effective trouble-shooter and problem solver
  • Happy to go "the extra mile".

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.

To apply for this role, you must follow the link from this advert to Burgh Recruitment's site and ensure your CV is uploaded at this point. Burgh Recruitment are managing the process and your CV will, unfortunately, not reach this St. James's Place Partner Practice if you do not follow this procedure.

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