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Estimated salary
£ 1916
Median salary at SJP WEALTH MANAGEMENT
£ 1916Lowest salary
£ 1916The average salary
£ 1916Highest salary
Do you believe that workers at SJP WEALTH MANAGEMENT are paid fairly?
SJP WEALTH MANAGEMENT is looking for employees for positions:
junior administrator
junior administrator
senior administrator
Working hours
full-time
Responsibility
assisting with the administration of client meetings including identifying review meetings to be booked
assisting with any follow up actions from client meetings
responsible for managing client evidencing client servicing, and for updates and maintenance of the CRM system, filing and other IT systems
preparing presentation documents for Partner & Adviser
post and general office admin
answering calls and handling queries professionally, re-directing or taking messages and using initiative to deal with queries
any other duties as may reasonably be required for both the business and the Partner, consistent with the vacancy
assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required