Administrative Assistant
Location: Garforth, Leeds
Hours - 22.5 hours per week, to be worked across three full days
Salary: £25,000 - £28,000 FTE
Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?
You will be working as part of the team at a highly respected Paraplanning business servicing Partners and Practices of St. James’s Place Plc.
The company provides bespoke paraplanning and administrative support to a wide range of Advisers, Partners, and Practices within St. James's Place.
The Role: Administrative Assistant
- You will deal with a wide variety of administrative tasks supporting your colleagues and external Administrative Assistants
- You will manage and collate key data for reports and portfolio reviews
- Dealing with enquires and correspondence from providers
- Managing the database of clients and case booking to ensure the writing of reports in a timely manner
- You will be liaising with Paraplanners within your team as well as SJP admin teams
- Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
The Person: Administrative Assistant
To be considered for this role you will need:
- Proven work experience as an Administrator or within an office support role. St. James's Place experience is useful but not essential, Financial Services experience is essential
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Good time management and planning skills
- Strong working knowledge of Excel, 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
The Rewards:
- Collaborative working environment
- The chance to extend your skills and experience
- Joining a motivated, friendly, and close-knit team
The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
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 £150bn. This business is well established and highly successful.
Please note that this company will conduct a standard Financial and Identity check on any candidates who are offered a role.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you press 'Submit' at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.