Personal Assistant (SJP Practice)

Personal Assistant to Partners | SJP Practice

📍 Location: Brighton (remote working considered)

💼 Salary: Dependent on experience

📄 Contract: Permanent | Full-time

About the Opportunity

An exciting opportunity has arisen for an experienced Personal Assistant to join an established St. James’s Place (SJP) Partner Practice in Brighton , providing essential support to the Partners and helping ensure the smooth and efficient running of the business.

This is an excellent opportunity for someone with previous SJP practice experience who enjoys being at the heart of a business, building strong client relationships and providing high-quality support to senior professionals.

You will play a key role in the day-to-day operations of the practice, taking ownership of administrative processes, coordinating competing priorities and ensuring clients receive an exceptional level of service.

If you are proactive, highly organised and take pride in delivering a first-class client experience, this could be an excellent next step in your career.

The Role

Working closely with the Partners, you will provide comprehensive PA and administrative support, helping to keep the practice organised, efficient and focused on delivering excellent client outcomes.

Key responsibilities will include:

• Partner support: Manage inboxes, prioritise emails, coordinate diaries and appointments, and ensure important actions and deadlines are followed up.
• Client relationships: Act as a key point of contact for clients, handling queries professionally and ensuring a positive, seamless experience.
• Diary and meeting management: Coordinate client appointments, internal meetings and external engagements, preparing relevant documentation and meeting materials.
• Business processing: Monitor submitted business, chase outstanding cases and liaise with relevant teams to help ensure business progresses efficiently and within agreed service levels.
• Practice administration: Maintain accurate records, manage documentation and ensure processes are followed in line with internal procedures and regulatory requirements.
• Travel coordination: Arrange travel and accommodation when required.
• Stakeholder communication: Liaise with clients, colleagues, providers and other financial services professionals to support the smooth running of the practice.
• General operational support: Take ownership of outstanding actions, anticipate the Partners’ needs and provide wider administrative support as required.

About You

You will be a confident and professional administrator who thrives in a busy environment, enjoys taking responsibility and understands the importance of attention to detail in financial services.

Essential requirements:

• Previous experience working within a St. James’s Place (SJP) practice .
• Experience in a Personal Assistant, Executive Assistant or similar administrative support role.
• Excellent organisational skills, including diary management, prioritisation and deadline management.
• Strong communication skills and confidence dealing directly with clients and external stakeholders.
• A proactive approach, with the ability to anticipate needs, take ownership and follow through on tasks.
• Strong attention to detail and the ability to manage competing demands calmly and effectively.
• Good working knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint.

Desirable experience:

• Familiarity with financial advice processes, FCA requirements and business submission procedures.
• Experience using Salesforce or other client relationship management systems.
• Experience monitoring outstanding business, service-level agreements and case progress.

What's on Offer?

• The opportunity to join an established SJP Partner Practice.
• A varied and important role supporting the Partners directly.
• The chance to make a real contribution to the client experience and day-to-day success of the business.
• A permanent, full-time position in Brighton.
• A competitive salary, dependent on experience.

Apply today or get in touch for a confidential discussion.