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Hartlepool: Business Support Assistant job

Posted by Burgh Recruitment

Business Support Assistant

Description: Listed by Burgh Recruitment Ltd -

Business Support Assistant

Location: Hartlepool

Hours: 30 hours a week

Competitive hourly rate offered


Two Financial Advisers (St. James's Place Partners) require the support of a capable Business Support Assistant / Administrator to help in the growth of their businesses. The opportunity will provide a wide variety of work including dealing directly with clients, providers & other members of the team as well as back-office administrative support using Microsoft Office systems and an in-house Customer Management System.

The role will ideally suit a self-employed individual who will work across both businesses for a total of 30 hours per week. There is the potential for this to be increased in time with the anticipated growth in workload.

Based out of our Hartlepool office you will be working with the rest of the team in an informal but professional and driven environment. You will receive training on the systems used and the processes to be adopted by the businesses and will be a key part of the next stage of growth for these two businesses.

The Financial Services industry provides rich opportunity for career development and there is the very real potential for the successful candidate to progress into different roles as their experience and qualifications grow and as the business need exists.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £96bn.

Scope of Role: Business Support Assistant

  • Answer telephone in a professional manner to clients, prospects and providers
  • Diary management for two Financial Advisors including booking client appointments and events
  • Writing confirmation letters and preparing meeting documentation as required
  • Maintaining client files and detialls
  • Collating client policy information from various providers
  • Inputting of data into internal systems and retrieving of information
  • Writing summary letters / e-mails to clients
  • Checking post and scanning, uploading and filing relevant documentation


Key Skills: Business Support Assistant

  • 5 GCSE’s (or equivalent) at C and above as a minimum including Maths and English
  • Proficient in Outlook, Word, Excel, PowerPoint and other Microsoft Office software.
  • Proven time management (punctuality) and diary management
  • Ability to work with deadlines within the team and individually
  • Attention to detail - right first time mentality
  • Good at communicating with all stakeholders, clients and providers in a suitably professional manner
  • Typing and the ability to take dictation
  • Strong writing and numeracy skills are essential
  • Clear and professional telephone manner
  • Problem solving, quick thinking and the ability to work autonomously
  • Quick and proactive learner
  • Experience of providing business support in the Financial Services industry or similar is preferable, but not essential
  • Ability to work flexibly and respond positively to the demands of a varied working environment
  • Please note that this St. James's Place Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

Please click apply and you will then be redirected to submit your CV to an applications site managed by Burgh Recruitment, who work with St. James's Place Partners supporting their recruitment needs. Your CV will then be reviewed by the SJP Partner Practice.

Date listed: 15/03/2019

Listed Until: 26/04/2019

Location: Hartlepool, Great Britain

Employment Details: permanent, full time standard full time hours

Yearly Salary: GBP £negotiable


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