Job Title: Personal Assistant/Administrator Job
Reference: 315
Location: Wood
Enderby
Job Type: Monday – Friday 9 am-5 pm
Salary: £20,000 per annum based on experience
PURPOSE OF JOB: Dedicated support
to the
Partner for the day to day running
of the practice to include
regulatory
requirements,
marketing,
client servicing and IT
whilst
supporting
the
Partner in
the
development
of the practice.
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Key Responsibility Criteria
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Support the
Practice
Management
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• To support the Partner
by dealing effectively with the day to day business operation
• To assist the Partner to
take the business forward with creativity and positivity to safely
meet the Partner goals
• To implement, operate
& maintain (as directed) effective systems, processes and procedures
which enable
Partner/advisor to optimise client meetings
• To support the Partner
in tracking compliance, licensing, CPD, regulatory and
legislative requirements
• To communicate
effectively within the Practice, to clients and third parties
• To support with the
maintenance of Practice website, LinkedIn profile, & marketing activity
including client events and seminars
• To ensure office
stationary and equipment is of sufficient quality, quantity and up to date• To make travel bookings and travel arrangements as required for the Partner.
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Business
Processing
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• Support
the
Partner
to ensure
the
end to end business
process is
adhered
to and tracked efficiently in
line
with Partner
and
regulatory standards
• Oversee and manage the submission
of all client applications/advise sets in
support of
the Partner
• Support
the
Partner
to ensure
all relevant information
required for writing the client report
is available
• Maintain accurate
and
up to date
client
information
• To support the Partner in
establishing and maintaining
effective relationships
with business
assurance/management
• Liaise with
Head Office &
admin
centers as
directed.
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Practice
Development
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• To support the Partner with
and
contribute to
all projects
• To support the Partner in
gaining new
prospects and clients
• To support the Partner to
achieve
Practice
goals and
objectives
• To
support the Partner to
develop client relationships
and
referrals, service existing
clients and assist in
building
new relationships,
incorporation
with client entertainment events and a first class client servicing
strategy
• Attend forums
and
workshops as
appropriate.
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Team
Responsibilities
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• To achieve
daily
and
quarterly
goals and
satisfy
the
priorities agreed
with the Partner
• To project a professional
image in
both appearance
and
attitude
to provide quality support
on time to
agreed standards
• To attend
& contribute to
regular
update
meetings with
the
Partner
• To maintain
a good working
relationship with
clients and third parties.
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Key Responsibility Criteria
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Marketing
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• Assist
the Partner in the creation and maintenance of the annual marketing plan
• Distribution of marketing material to clients and prospects
• Support the Partner with the creation, authorisation and audit trail of adverts and
advertising material
• Support the Partner with the end to end management of client events
• Maintain and update client and prospect information
• Maintain and update client service questionnaires.
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Qualities and skills
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• The ability
to balance conflicting demands
in a calm and
friendly
manner
• Able to
maintain
a positive ‘can
do’
attitude
• Ability to
work
autonomously
and
within
a team and work remotely if required.
• Open to
change/new ideas
• Ability to
think outside
the
box
to support the Partner
• Comfortable
with face
to face & telephone client interaction
• Analytical with
precise
attention to
detail
• Effective Project management
Skills
• Broad
experience of
Microsoft Office (Word,
PowerPoint, Excel)
and be familiar with Apple Mac operating systems.
• Experience
of Microsoft Outlook
• Comfortable
with electronic
data systems
• Experience
in setting up
and
maintaining systems,
processes
and
procedures
• Knowledge of
related regulation and legislation.
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This job description provides an overview of the role and will develop over time in line with the requirements of
the
Practice.
If you feel you have the
necessary skills and qualities to fill this post, please send your CV with
covering letter stating why you are the right person to fill this position, to kay@horncastlerecruitment.co.uk
