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Burgh Recruitment Ltd (Financial Services)
Location:
Cockermouth, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
38044aa4384b
Job Views:
6
Posted:
12.08.2025
Expiry Date:
26.09.2025
Job Description:
Administrative Assistant
Location: Cockermouth, Cumbria
Working as part of the team at Kingfisher House Wealth Management, an Appointed Representative of St. James’s Place Plc.
An excellent opportunity for a professional Administrative Assistant to work in Cockermouth. You will support the Partner and Adviser team in a fast-paced environment, managing administrative tasks, data, and client interactions. Training will be provided, with scope for progression within this dynamic role.
The Role:
* Support colleagues and clients with administrative tasks
* Manage data for reports and reviews
* Handle client database and diary management
* Serve as a point of contact for clients and third parties
* Process business and liaise with SJP admin teams
* Opportunities for learning and career development
The Person:
This role suits a confident, numerate, and professional individual with initiative and a positive attitude. To be considered, you should have:
* Experience as an Administrator or in office support; financial services experience is a plus but not essential
* Excellent customer service skills and rapport-building ability
* Attention to detail and problem-solving skills
* Good time management and planning abilities
* Proficiency in English
* Knowledge of Microsoft Office programs
* Discretion and confidence in dealing with colleagues and clients
St. James’s Place plc is a leading FTSE 100 Wealth Management company with funds under management exceeding £198.5bn. The company conducts standard financial and identity checks on candidates.
Application process:
Applying directs you to Burgh Recruitment’s site. Please tick the Privacy Policy box, click 'apply to this job,' and confirm your application. You will receive a confirmation email from Burgh Recruitment.
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