Direct message the job poster from St. James’s Place
Founder and Director at Iris Wealth Management Ltd, Associate Partner Practice of St. James's Place Wealth Management, BSc, MSc, MCSI
The Executive Assistant will provide ongoing top-level support to the company's Founder and Advising Principal.
The ideal candidate will have a minimum of five years’ experience as an EA/PA/Practice Manager within St. James’s Place. Candidates with a minimum of nine to 10 years’ experience supporting St. James's Place Partners will be preferred. Candidates with fewer than five years suitable experience within St. James’s Place will not be considered.
The ideal candidate will be well-organized, professional, and comfortable appropriately liaising with HNW clients and third-party suppliers (paraplanners, marketers, conference organisers/media).
The ideal candidate will also be ambitious, driven, and have the strong desire to become an integral part of the business. They will be looking for a long-term ''home'' professionally, one that will enable and support their own growth as the business itself grows.
This is a hybrid role involving a three-month probationary period. Following successful completion of the probationary period, the candidate will be required to work from our Knightsbridge office or a private members club in South Kensington twice per month. The successful candidate will also be required to attend our annual Christmas lunch and organise and attend early evening client events in the wider Mayfair/Kensington & Chelsea area as required.
Qualifications
* CII RO1 & RO2 Certificates - required
* CISI Level 4 Diploma in Financial Planning and Advice - preferred, not required
Skills
* SJP Systems: Salesforce, iBusiness, My Practice, DocuSign, Qwil, Mail Merge
* Non-SJP Systems/Software: Voyant, FE Analytics, Linkedin, Excel, Word, PowerPoint, Outlook
Responsibilities
* Managing the Partner’s diary, scheduling meetings with existing clients, prospects, external services providers, and managing SJP meeting room and external venue bookings as appropriate to best accommodate the Partner’s meetings with clients.
* Responding to emails on the Partner's behalf.
* Responding to document requests from clients and providing appropriate documents on behalf of the Partner.
* Submitting both new and replacement investment business, pension business, EIS and VCT business including applications, illustrations, EBS submissions, advice sets and advice records.
* Arranging client signing of pension and investment LOA’s, submitting to external providers, following up and checking information to completion in a timely manner.
* Actioning and monitoring fund switches and producing and sending related fund switch letters to clients.
* Producing and sending Ongoing Advice Review Letters to clients.
* Coordinating, executing, and monitoring campaigns (Tax Year End, Protection, Miscellaneous) as required.
* Quarterly and monthly reporting to clients as necessary.
* Updating client CFRs prior to annual review meetings.
* Being the first point of contact for clients via phone/email.
* Maintaining electronic client files and documents in a secure SJP location.
* Assisting clients with SJP Online and Mobile Phone Services and Applications.
* Remaining fully updated on SJP internal processes’ changes, SJP news, and completing required internal SJP exams in a timely manner as required.
* Building and maintaining relationships with PSS of other SJP Practices.
* Planning and preparing for Partner meetings including producing portfolio breakdowns via FE Analytics for SJP and non-SJP policies, wealth accounts, investor returns, charges, obtaining up to date valuations/policy information/fact finding information, and appropriately updating Voyant plans in good time prior to Partner meetings to allow Partner to review and prepare.
* Liaising with SJP Financial Promotions and SJP Partner Websites and ensuring all are up to date and reflect the Partner’s and Practices’ ethos and current activities.
* Completing Partner’s CPD records both internally (SJP MyPractice) and externally (CISI), providing Partner with information/timings of suitable SJP and non-SJP training to attend, and ensuring Partner’s attendance to a sufficient number of CPD-awarding events.
* Preparing and sending client gifts as appropriate.
* Creating prospects’ accounts on Salesforce and Voyant having obtained relevant details from the Partner to populate the CFR in line with internal compliance.
* Ensuring Anti-Money Laundering and all other Risk and Regulations requirements are adhered to at all times.
* Escalating cases with SJP SSMs, monitoring compliance and upcoming corporate changes, managing staff annual leave bookings, managing stationery and office supplies, managing all incoming and outgoing post, liaising with the client risk team to monitor overseas discretion submissions and clients deemed high risk.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Administrative
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