Personal Assistant - Burgh Recruitment Ltd : Job Details

Personal Assistant

Location: London office-based with access to working from home days

Salary: £28,000 - £32,000 (Experience dependent) Benefits & Discretionary bonus

Hours: Full-time

Working as part of the team, an excellent opportunity has arisen for a Personal Assistant to support our Senior Wealth Manager & Director in a London based Partner Practice of St. James's Place plc.

You will provide high-level personal assistant and administrative support to a highly productive Wealth Manager and their clients. As a key member of the support function, you will be expected to project a professional manner at all times and consistently deliver quality work to agreed standards.

Your responsibilities will include:

• Manage and maintain the Wealth Manager's diary, including scheduling and coordinating meetings, calls, and appointments
• Maintain oversight of the Wealth Manager’s inbox to ensure timely client responses
• Manage action points from client meetings
• General oversight and management of the Wealth Managers' client experience
• Schedule and coordinate client review meetings ensuring compliance with Consumer Duty regulations
• Prepare documentation and materials for client review meetings
• Update Salesforce and internal business trackers with client meeting information and progress
• Manage Letters of Authority, including submission and follow-ups, particularly for pension new business
• Coordinate and send communications to prospective clients and manage follow-up activity
• Process referrals for will writing and protection services, including group protection
• Draft and send client holding emails and manage address updates as needed
• Track and chase confirmations for investments, including lump sums, pension transfers, and cash ISA transfers
• Process and monitor client withdrawals and contribution holiday requests
• Submit changes to regular contributions via internal platforms
• Update Client Financial Reviews (CFRs) following meetings
• Event Coordination

What You’ll Bring:

This role will suit an individual who is confident, motivated, high organised, proactive and enjoys using their initiative with a ‘can do’ working style.

Skills & Experience

Essential

• Experience working within a St. James’s Place practice
• Minimum 2 years' experience in Personal Assistant role
• Strong ability to manage multiple tasks, prioritise effectively, and stay on top of deadlines
• Understanding of compliance and regulatory frameworks
• Experience with diary management and meeting coordination
• Confident in both written and verbal communication; able to interact professionally with clients, senior management and team members
• High level of accuracy when managing schedules, documentation, and client communications
• Able to handle sensitive information with professionalism and integrity
• Skilled in managing time efficiently in a fast-paced environment
• Proactive in identifying issues and implementing effective solutions independently
• Client-focused with a positive, helpful attitude and a desire to go above and beyond
• Willingness to adjust to changing priorities and support varying needs of the team or Wealth Manager
• Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management

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 £198.5bn. This business is well established and highly successful.

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.