Senior Personal Assistant (Wealth Management) - Burgess Hill
Our client is seeking a Personal Assistant to join their successful team in Burgess Hill. The role involves supporting a Financial Adviser by ensuring client requirements are met. This is an office-based position with a well-established Partner Practice of St. James Place.
Key Responsibilities:
1. Managing diaries and inboxes
2. Uploading weekly stats to CRM and KPI platforms
3. Client servicing: compliance, scheduling reviews
4. Prospect servicing and task actioning
5. Preparing meeting packs and completing basic voyant and expenditure questionnaires
6. Adding investment funds to analytics and ensuring report accuracy
7. Developing training programs with the Managing Director to identify skills gaps
8. Arranging team training and conducting quality checks on file notes
9. Addressing application processing delays and escalations
Required Skills and Experience:
1. Experience in building rapport and client interaction
2. Client service focus with a high-performance mindset
3. Adaptability to change management
4. Organizational skills for managing multiple channels
5. Numerical proficiency for financial data analysis
6. Confidence in influencing senior stakeholders
7. Ability to work independently and follow directives from C-Suite
8. Leadership skills to motivate and mentor teams
9. Proficiency in Office 365 and IT skills
10. Commitment to diversity and inclusion
11. Understanding of wellbeing initiatives and fostering an open culture
12. Previous SJP experience is desirable but not essential
This is an office-based role; candidates should have access to a vehicle for commuting. Free parking is available on-site.
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