Job Description

To provide dedicated support to the Management Team, Advisors, and administrator for the day-to-day running of the Practice to include regulatory requirements mainly revolved around client servicing. Full training will be given to the successful applicant.

Support to Practice Management Team

· Support the day-to-day business operations within the Practice;

· Implement, operate and maintain effective systems, processes and procedures which enable Director/adviser to optimize client meetings;

· Liaise with clients and third parties in relation to the Practice;

· Make travel bookings and travel arrangements as required for the team.

Business Processing

· Support the team to ensure the end-to-end business process is adhered to and tracked efficiently in line with Director and regulatory standards;

· Maintain accurate and up-to-date client information;

· Support the team in establishing and maintaining effective relationships with business assurance/management;

· Liaise with Head Office and admin Centre’s as required.

Practice Development

· Support the team with and contribute to all relevant projects;

· Support the team in gaining new prospects and clients;

· Support the team to achieve Practice goals and objectives;

· Support the team 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.

Team responsibilities

· Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;

· Attend and contribute to regular update meetings with the team and 1-2-1 meetings with the Practice Manager;

· Maintain a good working relationship with colleagues, clients and third parties.

COVID-19 considerations:

• Compliant with government regulations regarding Covid-19

Work remotely:

• Temporarily due to COVID-19

COVID-19 precaution(s):

• Remote interview process
• Personal protective equipment provided or required
• Plastic shield at work stations
• Temperature screenings
• Social distancing guidelines in place
• Virtual meetings
• Sanitization, disinfection or cleaning procedures in place

Required Knowledge, Skills, and Abilities