MB Fitzgerald are working with a professional firm of Independent Financial Advisers based in Bolton who are looking for a financial services professional to join them on a 12 month fixed term maternity contract as a PA/ Compliance Administrator.

You will be working directly alongside the Practice Manager, assisting with the day to day running of the business and some compliance duties.

We are seeking a candidate who has an understanding of how an IFA practice is run, so ideally you will have previous experience of working within a firm of IFA's. Candidates with experience of PA or Compliance duties will be preferred, although any administrators with an IFA background will be considered.

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).