PA / Secretary - Wealth Management Practice
Salary: ?23,000 - ?24,000 (12 Month Maternity Cover)
NJR Recruitment is currently working in partnership with a well known professional services firm operating from offices in Manchester and Bolton. A new and exciting role is available for a PA / Compliance Support Administrator to work from the offices in Bolton.
Forming part of the Wealth Management team, the successful candidate will support a team of Advisers in the provision of financial planning advice to clients. Daily duties will be varied and consist of:
\" Preparation and issue of general letters/mail merges.
\" Liaising with Recruitment Consultants, arranging interviews, issuing references, preparing HR files, following induction process.
Arranging 1-1 meetings for Admin staff, Paraplanners and Advisers. Preparation of documentation and subsequent follow up work.
Monitoring staff holidays/sickness.
Checking Expense claims.
Screening calls for Practice Manager in her absence.
Prepare and send out monthly Client Feedback Questionnaires.
Working closely with the marketing team and compliance to arrange the approval of website articles.
Preparing compliance procedures, Issuing/monitoring staff declarations.
Monitoring monthly knowledge tests/CPD.
Assisting in the preparation work for the External file checks.
Assisting in the preparation work for the Annual Compliance audit.
\" 37.5 hour working week, with non-contractual flexible working option.
Pension Scheme - Employer contribution 5% of salary provided Employee pays 3% (gross).
Death in Service cover - 3 times basic salary.
22 days holidays + bank holidays.
Regular social events.
Structured personal development.
Free on-site parking.
The successful candidate will need to have previous experience working as a Administrator - preferably within the financial Serves sector. You will have excellent knowledge of software packages such as Excel/Word/Outlook , as wells as solid communication and articulation skills.
For more information please contact us 0161 834 4747 quoting REF:NJR8950