Secretary

3 weeks ago


Epsom, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

**Secretary**

**Location: Epsom (KT18)**

**Salary: Competitive Salary**

**Hours: Full time**

**Are you an enthusiastic Secretary eager for your next role? Could you fulfil a vital support function within a busy office?**

You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc.
The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.

**Secretarial Responsibilities**:

- Provide administrative/secretarial support to one or more partners
- Effectively communicate with witnesses, clients, colleagues, and partners
- Attend meetings & produce meeting notes
- Write case briefs and synopsis of depositions, contracts, and testimony
- Conduct thorough statistical/ documentary research
- Source and verify important client specific information
- Preserve and update client record system
- Answer phone calls, take notes/messages and redirect calls when appropriate
- Maintain and update inventories of contact details
- Facilitate the meeting of deadlines by keeping multiple agendas and provide timely reminders

**The Rewards**:

- Collaborative working environment
- The chance to extend your skills and experience
- Joining a motivated team that works hard to make a success of this Practice

The company strives to offer a professional and a positive environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £142.3bn.
This business Is well established and highly successful.


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