PA

Recruiter
Cameron James
Location
Bolton By Bowland, UK
Salary
Competitive
Posted
17 May 2019
Closes
27 May 2019
Ref
1129340553
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
PA/Compliance Administrator Vacancy, Bolton, up to £25,000, 12 Month FTC due to Maternity Cover. Providing direct support to the Practice Manager within the Wealth Management Department. 37.5 Hours Per Week, Normal Office hours, 22 Days Holiday +Bank Holidays. Pension Scheme, Death in Service Cover (3x Salary), Free Parking.

Working in partnership with a reputable Financial Planners in Bolton I am currently recruiting for a PA/Compliance Administrator on a 12 month fixed term contract to cover maternity leave. The role is varied and will consist of;

General duties:
  • 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.

Marketing:
  • Working closely with the marketing team and compliance to arrange the approval of website articles.

Compliance:
  • 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.

Finance:
  • Checking the Bank Statement.
  • Logging Invoices in Volume.
  • Using XERO accountancy software to load invoices ready to produce the company accounts.
  • Liaising with providers, suppliers and clients as required.
  • Payment of pension contributions on-line.
  • Assisting with the FCA returns and P.I Insurance renewal.
  • Managing workload using IRESS (Adviser office).

Apply now or for further information please search 'Cameron James Manchester' and contact Richard Kunman.

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