Administrative Assistant

Administrative Assistant

Location: Stoke Poges, Slough (SL2)

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

Overview

Administrative assistant role within 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.

Benefits

• Collaborative working environment
• Chance to extend your skills and experience
• Motivated team that works hard to make this practice a success

Responsibilities

• Deal with a wide variety of administrative tasks supporting colleagues and clients of the practice.
• Manage and collate key data for reports and portfolio reviews.
• Deal with enquiries and correspondence from clients and providers.
• Manage the database of clients and diary management for the Partner and Advisors.
• Process new business and liaise with SJP admin teams.
• Receive training and have scope to progress and develop knowledge within this exciting fast‑paced environment.

Qualifications

• Proven work experience as an administrator or within an office support role; financial services experience desirable.
• Excellent customer service and ability to build rapport and manage client relationships.
• Strong attention to detail and ability 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.
• Confidence in dealing with colleagues, third parties, and ability to work with total discretion.

Please note that this Partner Practice will conduct a standard financial and identity check on any candidate who is offered a role within this practice.

St. James’s Place plc (SJP) is a leading, highly regarded FTSE 100 wealth management company distributing a range of investment and retirement products and financial solutions to a high net worth client base.

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