Administrative Assistant – Financial Services

About the role

We are looking for an enthusiastic Administrative Assistant to join a respected appointed representative of St. James’s Place Plc. You will provide vital support within a busy office, helping the team deliver bespoke financial advice and services to high‑net‑worth clients.

Key responsibilities

• Perform a wide range of administrative tasks to support colleagues and clients of the practice.
• Manage and collate data for reports and portfolio reviews.
• Handle enquiries and correspondence from clients and external providers.
• Maintain the client database and manage diary arrangements for the Partner and Advisors.
• Process new business and liaise with St. James’s Place admin teams.
• Assist with training initiatives and contribute to continuous improvement in a fast‑paced environment.

Required profile

• Proven experience in an administrative or office support role.
• Financial services experience is desirable but not mandatory.
• Excellent customer service with the ability to build rapport and manage client relationships.
• Strong attention to detail, problem‑solving ability and discretion.
• Effective time‑management and planning skills.

Required skills

• Strong working knowledge of Microsoft Excel.
• Proficiency with Microsoft Word.
• General competence with Microsoft Office applications.

What we offer

• A collaborative working environment.
• Opportunities to extend skills and experience.
• Training and clear pathways for progression.
• A motivated team focused on delivering unrivalled client service.