Personal Assistant / Administration Assistant

Job description – Combined Personal Assistant / Administration Assistant

Employer: Blenheim Wealth Management Ltd

Job title: Personal Assistant / Administrative Assistant

Hours: 14 – 21 hours per week – they would also consider term time as well as full time.

Salary: £11.00-£14.00 per hour depending upon experience (£21,450 – £27,300 equivalent full time salary)

Reports to: Mike/Graham

Direct reports: None

Main location: Kidlington Oxford

Contract tenure: Permanent

Role purpose:
To provide dedicated support to the Partners for the day-to-day running of the Practice to include regulatory requirements, marketing, client servicing and IT whilst supporting the Partners in the development of the practice.

Key duties and responsibilities:

Support to Practice Management Team • Support the day-to-day business operations within the Practice; • Implement, operate and maintain effective systems, processes and procedures which enable Partner/advisor to optimise client meetings; • Manage the Partner’s diary and client appointments; • Monitor business reports and carry out data/statistical analysis to identify business trends, opportunities and challenges which affect the growth of the Practice; • Support the Partner in tracking compliance, licensing, CPD, regulatory and legislative requirements; • Liaise with clients and third parties in relation to the Partner’s Practice; • Marketing activity; • Ensure office stationery/equipment is of sufficient quality, quantity and up to date; • Make travel bookings and travel arrangements as required for the Partner.

Business Processing • Support the Partner to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards; • Oversee and manage the submission of all client applications/advice sets in support of the Partner; • Support the Partner to ensure all relevant information required for writing the client report is available; • Maintain accurate and up-to-date client information; • Support the Partner in establishing and maintaining effective relationships with business assurance/management; • Liaise with Head Office and admin centres as required.

Practice Development • Support the Partner with and contribute to all relevant projects;
• Support the Partner in gaining new prospects and clients; • Support the Partner to achieve Practice goals and objectives; • Support the Partner to develop client relationships and referrals, service existing clients and assist in building new relationships, incorporation with client entertainment events and a first-class client servicing strategy; • Attend forums and workshops as appropriate.

Team responsibilities • Project a professional image in both appearance and attitude and provide quality support on time to agreed standards; • Attend and contribute to regular update meetings with the Partner; • Maintain a good working relationship with colleagues, clients and third parties.

Marketing • Assist the Partner in the creation and maintenance of the annual marketing plan; • Support the distribution of marketing material to clients and prospects; • Support the Partner with the creation, authorisation and audit trail of adverts and advertising material; • Support the Partner with the end to end management of client events; • Maintain and update client and prospect information; • Maintain and update client service questionnaires.

Special requirements:
Occasional travel to other SJP locations.

Person specification:
Knowledge and experience: • Previous experience in a PA/office support role, ideally in financial services or related sector; • Knowledge of relevant regulation and legislation (desirable); • Experience of setting up and maintaining systems, processes and procedures; • Comfortable with/experienced in using electronic (client) data systems;

Skills and behaviours: • Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly; • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel); • Good organisation skills; • Attention to detail; • Manages time effectively with the ability to multi-task; • Keeps calm when faced with conflicting demands and handles these effectively; • Demonstrates a positive attitude at all times; • Works well on own tasks as well as on shared goals as part of a team; • Open to change with a creative approach to problem solving.

If you are interested in this role please send your CV to us at or for more details please call us on 01926 857000.

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