Administrative Assistant

St. James's Place Wealth Management logo
St. James's Place Wealth Management
ScreenedPart Time
Cheltenham
£30000/annum
Posted 2 days ago
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About the role

Administrative Assistant Location: Cheltenham, Gloucestershire Salary: Up to £30,000 FTE, depending on experience Hours - Part time, up to 32 hours per week Are you an experienced Administrative Assistant looking for your next opportunity? A highly respected Senior Partner Practice of St. James’s Place is seeking a proactive, Administrative Assistant to join their team, replacing a longstanding colleague who is retiring. This role offers a primarily remote working model, with the expectation of travelling to the office and client meetings on certain occasions throughout the week. The Administrative Assistant role includes: * * Supporting a busy Practice with a range of administrative tasks * Managing client communications and maintaining accurate records * Assisting with reports, portfolio reviews, and new business processing * Diary and database management We’re looking for an Administrative Assistant who: * * Has strong administrative experience (financial services helpful, not essential) * Delivers excellent client service and builds strong relationships * Is highly organised, detail-oriented, and confident working with discretion * Has solid Microsoft Office skills You’ll be joining a collaborative, professional team with opportunities to grow in a fast-paced environment. If you’re interested or would like to learn more, please apply via the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment. 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. 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

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