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£22000 - £25000.00 per annum
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A highly respected Chartered Financial Planning practice who provide whole of the market financial solutions are now delighted to be able to add to their team with the addition of a PA/Compliance Officer to their office in the Bolton area.

This position will be a 12 month fixed term contract with the potential opportunity to go permanent after the contact expires.

Working as part of a face paced, busy and very friendly team you will be supporting two Senior Advisers and a Director with their day to day duties whilst also preparing compliance procedures for the administration teams. The successful candidates will be responsible for;

  • Preparing compliance procedures, issuing/monitoring staff declarations
  • Assisting in the preparation work for the Annual Compliance audit
  • Working closely with marketing and compliance to arrange the approval of content
  • Using XERO accountancy software to load invoices ready to produce company accounts
  • Liaising with providers, suppliers and clients as required
  • Preparation and issue of general letters/mail merges
  • Prepare and send out monthly client feedback questionnaires
  • Monitoring staff holidays/sickness
  • Arranging meeting for admin staff, paraplanners and advisers

The ideal candidate must come from a Financial Services background, ideally with experience of working within an IFA practice and the ability to use all standard Microsoft products Word, Excel, Powerpoint and Outlook to a good standard. You should be highly organised, able to work on your own initiative as well as follow instructions.

For further information, please don't hesitate in contacting one our specialist consultants on 0161 416 6943