St. James's Place Wealth Management
Office Manager
Job Location
Barrowby, United Kingdom
Job Description
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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
Location: Barrowby, GB
Posted Date: 11/1/2024
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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
Location: Barrowby, GB
Posted Date: 11/1/2024
Contact Information
| Contact | Human Resources St. James's Place Wealth Management |
|---|