Entry-Level Virtual Assistant for Financial Advisors

About the Company

St. James’s Place is a leading UK wealth management company dedicated to providing high-quality financial advice and services to individuals, families, and businesses. We pride ourselves on building lasting relationships with our clients, helping them achieve their financial goals through comprehensive planning and expert guidance. Join a dynamic team committed to excellence and client satisfaction.

Job Description

We are seeking a highly motivated and detail-oriented Entry-Level Virtual Assistant to support our team of Financial Advisors. This is a 100% remote position, offering a fantastic opportunity for individuals eager to start a career in the financial services industry with no prior experience required. You will play a crucial role in ensuring the smooth operation of our advisors’ practices, handling administrative tasks, client communications, and document management, all from the comfort of your home.

Key Responsibilities

• Manage and organize advisors' calendars, scheduling client meetings and internal appointments.
• Prepare and format client meeting materials, presentations, and reports.
• Draft and manage email correspondence, ensuring timely and professional communication.
• Maintain and update client records with a high degree of accuracy and confidentiality.
• Assist with data entry into CRM systems and financial planning software.
• Support the preparation and submission of financial documents and applications.
• Conduct basic research on market trends or client-specific inquiries as directed.
• Ensure all administrative tasks comply with company policies and regulatory standards.
• Provide general administrative support to optimize advisor productivity.

Required Skills

• Excellent organizational and time management skills with an ability to multitask.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• High level of discretion and commitment to confidentiality.
• Ability to work independently and proactively in a remote environment.
• Exceptional attention to detail and accuracy.
• A strong willingness to learn and adapt.

Preferred Qualifications

• A genuine interest in financial services, wealth management, or personal finance.
• Familiarity with CRM software (e.g., Salesforce, Microsoft Dynamics) is a plus.
• Basic understanding of virtual collaboration tools (e.g., Microsoft Teams, Zoom).
• Prior administrative, customer service, or office support experience (even if non-finance related).

Perks & Benefits

• Comprehensive paid training program to build your financial services knowledge.
• Flexible working hours to promote work-life balance.
• Opportunities for professional development and career progression within the financial industry.
• Remote work setup allowance.
• Health and wellness programs.
• Competitive pension scheme.
• Employee assistance program.

Apply Now