Business admin

 Let us take care of the following:

• Diary Management 
• E-mail Management 
• Audio typing
• Invoicing - creating and chasing
• Event planning - corporate days out, training days, conferences
• Travel arrangements & Visa applications 
• Fleet management - tax, MOTs, Insurance and repairs 
• Recruitment - advertising, pre-screening CVs, initial interviews over zoom, shortlisting, responses, contract preparation, onboarding
• Sourcing meeting rooms
• Database management 
• Personal admin 
• Marketing 
• Social Media Management
• Stationery management 
• Sourcing client gifts
• Birthday/Christmas cards 

We provide services to the representatives of SJP. There is no endorsement or formal agreement held with St. James Place Wealth Management Group.

Between us we have over 3 decades of experience with supporting SJP Partners, so we are well equipped to support you with:

• Client Servicing Management
• Diary Management 
• E-mail Management 
• Audio typing
• Client servicing Management 
• Salesforce Management
• Assisting with the LOA process from client - provider
• Docusign
• Keeping your SCDDs update to date 
• Ensuring your CPD is on track
• Submitting business 

As a very busy business owner your free time is precious. Let us help you make the most of it by organising everything in advance on your behalf. 

Let us organise: 

• Holiday research and booking
• Event planning - birthday parties, celebration events, weddings, extended family holidays
• Concert bookings
• Theatre bookings 
• Social days out
• Restaurant bookings
• Chauffeur sourcing
• Appointment bookings doctors, dentists, hairdresser, chiropractor, liaising with private health insurance 
• Sourcing/management of house keeping staff 
• Birthday management for the important people in your life 

Event planning is time consuming, and can be stressful. Don't allow events to take up your expensive time.  Whilst you focus on growing your business rest assured your event is safe in our hands. 

We can arrange: 

• Venue searching and shortlisting 
• Sourcing and managing suppliers
• Guest management (additional needs and dietary requirement) 
• Seating arrangements
• Sourcing and managing entertainment
• Helping you chose a theme and ensuring the event reflects this
• On the day management (for an additional fee)

The above lists are not exhaustive, if you have an additional need we would be happy to discuss how we can help you with this.