Administrative Assistant

Company: Burgh Recruitment
Apply for the Administrative Assistant
Location: Stoke Poges
Job Description:

Salary: £35,000 a year, working 9am- 5pm, 5 days a week

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 Appointed Representative of St. James’s Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.

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 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.

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 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. Financial Services experience is useful but not essential
  • Excellent customer service and the ability to build rapport and manage client relationshipsStrong 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.

If this role sounds like a good fit for you, we’d love to hear from you. You don’t need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.

The application process is straightforward, and we personally review every application received.

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 £240.8bn. 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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Posted: July 31st, 2026