Office Manager

Office Manager

Location - Grantham (NG31))

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 upmost 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 time

St. James’s Place plc (SJP) is a leading, a 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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