Practice Assistant - Aberdeen, United Kingdom - Cammach Bryant

Cammach Bryant
Cammach Bryant
Verified Company
Aberdeen, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description
Our client is looking for a Practice Assistant for permanent positions, located in Aberdeen.


Role


Responsibility for assisting the Practice Manager in the day to day running of the practice to include finance, MI, regulatory requirements, IT and supporting the development of the practice.


Responsibilities

Practice Management

  • Assist in developing and managing effective systems, processes and procedures which enable Partner/Advisor(s) to optimise client meetings and business.
  • Monitor and ensure the Practice is up to date and in compliance with all licensing, CPD, regulatory and legislative requirements.
  • Create and send Practice communications within the Practice when requested.
  • Monitoring of diary and MI activity.
  • Attend and contribute to regular update meetings with the Practice Manager.
  • Oversee/manage and/or contribute to all projects within the Practice.
  • Attend forums and workshops as appropriate.

PSS Team

  • Assist Practice Manager with the monitoring of PSS workloads.
  • Assist in creating and implementing the endtoend business processes, ensuring they are implemented and adhered to.
  • Ensure integrity of data held on IT systems is continuously maintained.

HR

  • Arrange checks and system access for new staff.
  • Arrange training for all staff and monitor all ongoing training for the Practice is completed in a timely manner.
  • Assist in the preparation of confidential HR documentation and payroll processing.

Finances

  • Process and pay all purchases invoices, expenses etc.
  • Coordinate with accountants as required.

MI

  • Prepare business reports, on a regular basis to assist in the statistical analysis of the business and to identify opportunities and challenges which might affect the growth of the Practice.
  • Prepare business figures and provide weekly / monthly / quarterly summaries.
  • Preparation and Delivery of monthly partner summary.

Reception

  • Liaise with receptionists to ensure Practice complies with Health & Safety regulations and regular fire drills are carried out.
  • Ensure office stationery and equipment is of sufficient quality, quantity and up to date;
  • Liaise with reception regarding the travel bookings and arrangements for the Practice.
  • Ensure all supplier contracts are maintained and updated as required.

Requirements:


Knowledge and experience:


  • Prior experience in an officebased environment, preferably within financial services or an IFA practice.
  • Experience of working within a regulated environment.
  • Experience of managing and developing people.
  • Experience of managing workflow, systems, and procedures.
  • Knowledge of relevant regulation and legislation.

Skills and behaviours:


  • Excellent facetoface and telephone interaction skills.
  • Highly organised with excellent communication skills.
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
  • Exceptional attention to detail.
  • Manages time effectively with the ability to multitask.
  • Keeps calm when faced with conflicting demands and handles these effectively.
  • Always demonstrates a positive attitude.

Job Types:
Full-time, Permanent


Benefits:


  • Company pension

Schedule:

  • Monday to Friday

Work Location:
In person


Reference ID:

JO
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