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Administrative Assistant

Location: Garforth, Leeds

Hours - 22.5 hours per week, to be worked across three full days

Salary: £25,000 - £28,000 FTE

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 Paraplanning business servicing Partners and Practices of St. James’s Place Plc.
The company provides bespoke paraplanning and administrative support to a wide range of Advisers, Partners, and Practices within St. James's Place.

The Role: Administrative Assistant

• You will deal with a wide variety of administrative tasks supporting your colleagues and external Administrative Assistants
• You will manage and collate key data for reports and portfolio reviews
• Dealing with enquires and correspondence from providers
• Managing the database of clients and case booking to ensure the writing of reports in a timely manner
• You will be liaising with Paraplanners within your team as well as 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. St. James's Place experience is useful but not essential, Financial Services experience is essential
• Excellent customer service and the ability to build rapport and manage client relationships
• Strong 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

The Rewards:

• Collaborative working environment
• The chance to extend your skills and experience
• Joining a motivated, friendly, and close-knit team

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.

St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £150bn. This business is well established and highly successful.

Please note that this company will conduct a standard Financial and Identity check on any candidates who are offered a role.