ST JULIEN FINANCIAL PLANNING in Redhill Salary

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ORCHARD COTTAGE WOOLBOROUGH LANE OUTWOOD REDHILL RH1 5QR ENGLAND
TIN: 14145498
  Consulting services
Rating of the company

ST JULIEN FINANCIAL PLANNING
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Earnings on positions in ST JULIEN FINANCIAL PLANNING

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ST JULIEN FINANCIAL PLANNING is looking for employees for positions:

part time administrator

  • part time administrator

Working hours

  • part-time | Temporary

Language

  • english

Responsibility

  • sorting & distributing incoming and outgoing post
  • issuing letter of authorities to providers
  • chasing financial institutions to provide requested information
  • liaising with Administration centers and Paraplanners
  • drafting and proof-reading documents, including client correspondence, presentations, illustrations
  • creating and updating client records and our databases with financial and personal data
  • working with the Partner and other office staff in all aspect of office & diary management
  • handling calls in a professional manner, answering clients’ queries, passing on detailed telephone messages in a timely manner

Salary

  • salary