J.A. Financial Planning Ltd
Administrative Assistant
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Company Description
J.A. Financial Planning Ltd provides holistic specialist financial advice tailored to individual needs, with national coverage across the UK. The firm is built on strong family values, offering advice in a friendly, clear, and objective manner while investing time to understand each client’s goals. J.A. Financial Planning Ltd represents only St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. The company is committed to delivering high-quality service to clients and their families and actively engages its audience through platforms such as the “No Limits Business Lounge” podcast on YouTube.
Role Description
The Administrative Assistant role is a part-time hybrid position based in Preston, with flexibility for some work from home. Day-to-day responsibilities include:
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- Providing general administrative support
- Managing correspondence
- Answering and directing phone calls
- Scheduling appointments
- Maintaining accurate records and files
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The role also involves supporting senior team members with executive administrative tasks, preparing documents and reports, and assisting with client-facing communications in a professional manner. The Administrative Assistant will help ensure smooth office operations and contribute to a positive, client-focused environment.
Qualifications
- Strong Administrative Assistance and Clerical Skills, including document management, scheduling, and data entry.
- Professional Phone Etiquette and clear Communication skills for interacting with clients and colleagues.
- Experience providing Executive Administrative Assistance, such as diary management and meeting coordination.
- Proficiency with office software (e.g., Microsoft Office or similar), email systems, and basic IT tools.
- Organized, detail-oriented, and able to manage multiple tasks and priorities effectively.
- Ability to work both independently and collaboratively in a hybrid work environment.
- Prior experience in financial services or a professional services office is beneficial.
- Relevant education or training in administration, business, or a related field is an advantage.
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