PENROSE WEALTH MANAGEMENT Salary
FIRST FLOOR FIRST FLOOR NORTH, ST. GEORGE'S HOUSE KNOLL ROAD CAMBERLEY GU15 3SY ENGLAND
TIN: 11220163
PENROSE WEALTH MANAGEMENT Premium profile inactive Premium profile inactive
Earnings on positions in PENROSE WEALTH MANAGEMENT
PENROSE WEALTH MANAGEMENT is looking for employees for positions:
client administrator
Working hours
- full-time | Permanent
Responsibility
- diary Management - Using Outlook and Zoom
- phone Management - speaking to clients, ceding schemes, and other administrative departments
- onboarding Clients - ensuring accuracy, understanding basic client needs
- pre- and Post- Client Meetings Preparation and administration - preparing all information required by the advisers, interpreting notes following meetings
- ensuring that actions are completed within required timeframes, and clients are kept up to date
- managing the whole review process to ensure consistency and high standards are maintained at all times
- hospitality - Greeting clients and preparing the office for their arrival
- job Types: Full-time, Permanent