Administrative Assistant

Administrative Assistant
Location: Exeter (EX2)
Salary: Up to £30,000+ (depending on experience) + Private Medical Insurance and Company pension scheme
Hours - Full-time / In office

Are you an enthusiastic Administrative Assistant ready for your next role? Could you fulfil a vital support function within a busy office?

Working as part of the team this is an outstanding opportunity within a highly successful SJP Partner Practice.
The Practice provide financial advice to their clients on a wide range of products including Pensions, Investments, Tax Planning and Protection.

The Practice represents a FTSE 100 brand and has seen its success grow by offering quality, face-to-face wealth management advice and a commitment to building trusted and enduring relationships with its clients.

The team pride themselves in providing an exceptional service to their clients and this role represents an exciting opportunity to contribute positively to both the client experience and the overall success of the business.

The Rewards:

• • Collaborative working environment
  • The chance to extend your skills and experience
  • Joining a motivated team that works hard to make a success of this Practice.

The Role: Administrative Assistant

• • You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
  • You will manage and collate key data for reports and portfolio reviews
  • Dealing with enquiries and correspondence from clients and providers
  • Managing the database of clients and diary management for the Partner and Advisors
  • You will be processing new business and liaising with SJP admin teams
  • Training will be given if required, 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:

• Previous experience within an IFA or financial services administration role
• Knowledge of pensions, investments, and protection products is desirable
• Strong organisational skills with excellent attention to detail
• High level of IT proficiency and the ability to learn new systems quickly
• Excellent written and verbal communication skills

If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application.

St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £216.94bn. This business is well established and highly successful.

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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