Advisor Assistant

Advisor Assistant
Location:
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. Jamess Place Plc.
An excellent opportunity has arisen for a professional and adaptable Advisor Assistant to work for a Partner within a St. Jamess 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 Partners 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...