Advisor AssistantLocation: Cheltenham - City Centre (GL50)Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness, and death in service employee benefits
Hours: Full time, Office based - 9.00am - 5.00pm
Working as part of the team at an Appointed Representative of St. James’s Place Plc.An excellent opportunity has arisen for a professional and adaptable Advisor Assistant to work for a Partner within a St. James’s Place Partner Practice which is based in Cheltenham town centre. You will be managing the work generated by the Partner and offering support as required in this people centric business. The Role:
You will be working with the Partner, providing support in all aspects of office administration including:
* Diary management
* Arranging appointments
* Client communications by telephone and email
* Preparing letters, presentations, and reports
* Assisting the Partner with marketing administration
* Preparing all documentation for the Partner’s meetings
* Ensuring client information is recorded accurately
* Dealing with third parties on a daily basis
* Managing the pipeline of business through the Practice
You will have an initial period of training to learn new processes and skills, which will provide you with a solid foundation ...