Salary - Up to £35,000 depending on experience
Hours - Full-time (In office)
An excellent opportunity has arisen for a professional and experienced Office Manager to work within a highly successful St. James’s Place Partner Practice. This Partner is well established and highly successful.
The Role: Office Manager
Reporting to the Partner, you will have responsibility for 4 members of staff, along with the overall day to day running of the practice.
This will include:
* Providing outstanding client service. This will be of utmost importance to you and you will inspire others to do the same.
* Supporting the Partner with recruitment and developing/training of all staff.
* Supporting and developing Marketing ideas.
* A review of current processes and where appropriate, introducing change within the business.
* Liaising with external Paraplanners and the Client Servicing Team.
* Managing workflow, systems and procedures.
* Managing client accounts and relationships.
The Person: Office Manager
* Senior administration experience, ideally working within a Financial Advisory practice, investment/wealth management environment or in banking/finance.
* Knowledge of relevant regulation and legislation.
* Experience of client management systems such as Salesforce.
* Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
* Professional and confident in dealing with people, working with total discretion at all times.
St. James’s Place plc (SJP) is a leading, highly regarded FTSE 250 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 £184.4bn. 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.
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