PA / Administrator (Part or full time)

Your Resourcing Partner Ltd
£15,000 - £19,999
03 Feb 2018
17 Feb 2018
Contract Type
Full Time
We are currently recruiting for a Personal Assistant / Administrator to support two Financial Advisers (Partners) within a successful St. James’s Place Wealth Management Practice based in Silsoe, Bedfordshire.

The role is available on either a part or full time basis, and requires the individual to be in the office five days a week, Monday to Friday.

Overall role purpose

To support the Partners in a PA & back office administrative capacity, ensuring that the practice runs effectively on a daily basis from both an administrative and client perspective. Working in a small team, they will ultimately become the primary point of initial contact for incoming client communications, and deal with all non-technical queries into the office.

The successful candidate will have exceptional organisational skills, and have the ability to put structure, practices and procedures in place to ensure the office runs as smoothly as possible.

Role content

The role is a hybrid role, consisting of PA / Administration / Client Servicing duties.

PA / Client Servicing

* Diary management – booking in existing and potential High Net Worth Client review meetings, plus all business related appointments where required
* Daily management of emails and responding to any client servicing / day-to-day queries directly.
* Management and maintenance of client servicing proposition. Organising client gifts, greeting cards etc
* Managing all client actions on a task management system.
* Keeping all client details up to date
* Issuing of policy documentation to clients once an investment has been completed
* Liaising with internal administration centres regarding clients’ funds and investments
* Partner Meeting pack preparation; preparing agenda’s, obtaining up to date wealth accounts, illustrations, letters of authority
* Issuing final approved suitability letter to client


* Entering client details onto the SWIFT system.
* Keeping client policy information up to date
* Issuing letters of authority to providers
* Management of work in progress of all cases, and proactively moving cases along to completion
* Management of business pipeline to ensure Partner is paid when due
Processing switches, withdrawals, via Partner
* Managing all stationery and office supplies
* Keep track of compliance, licencing, CPD, regulatory and legislative requirements, to ensure all deadlines are met

Technical requirements

* Submission of Electronic applications and creating advice sets via SWIFT
* Preparing a compliant CFR (Client Financial Review) for Partner / Paraplanner to prepare suitability reports
* High level of computer literacy, including Word, Excel, and Outlook.
* Basic suitability letter report writing (once trained)

Person specification

* Previous experience working in a similar PA / Administrative role
* Focussed, calm and organised.
* Ability to influence outcomes, and provide structure and guidance from an administrative perspective.
* Positive and self-motivated, with ability to work alone and on own initiative where required (when Partner out of the office)
* Ability to adjust to last minute changes and respond effectively
* Flexible approach to workload and day to day requirements of the business
* Excellent attention to detail
* Trustworthy and loyal, seeking long term commitment to the role
* Excellent telephone manner
* Comfortable taking the lead in an administrative capacity
* Knowledge of financial services desirable

Additional Information

* Location: Silsoe, Bedford (MK45 4)
* Hours of work: 5 or 7 hours a day, Full time 9.00am to 5.00pm, or Part- time 9.30am – 2.30pm
* Days of work: Monday to Friday (5 days a week required, whether Part or full time)
* Start date: February / March 2018
* Salary: £17-22k Depending on experience pro-rata
* Holiday entitlement: 22 days per annum, plus bank holidays.
* Travel: Please note the office is in a location this is not accessible via public transport (or easily on foot), therefore the candidate must drive or have access to private transport to and from work.

For further details or to apply, please apply online

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