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The main purpose of the role: The Administrative Assistant will be responsible for administering the gun room and supporting the purchase ledger together with associated duties. Responsibilities include: Duties of the Administrative Assistant can include any or all of the following: Generating purchase orders and sales invoices for the gun room. Producing storage, sales & repair invoices for the gun room. Matching, checking and coding purchase ledger invoices (and credit notes) Data entry on bespoke accounts package Processing staff expenses and credit cards Assisting stock takes Filing invoices The Ideal Candidate: High degree of accuracy and attention to detail Excellent communication skills Solid team working skills - a "can do" attitude Self-disciplined and efficient, with a flexible and proactive nature Knowledge of Excel and Microsoft office packages Experience of software packages Ability to work to deadlines and under pressure whilst maintaining a professional etiquette. Interest in shotguns & air rifles (not required) Benefits: Employee discount On-site parking Schedule: Monday to Friday 9.30 am to 3pm High Wycombe Work Location: In person
We are currently recruiting for a Financial Planning practice in Stokenchurch who are looking to recruit a Paraplanner to join their team. Key Purpose of the Role The successful candidate will be responsible for providing strategic support to one of the Financial Advisers of the firm, responsible for over £30 million of funds under management. They will be expected to have a high level of independent responsibility, whilst being involved in a wide range of activities. This exposure allows the candidate to develop transferable skills as well as strengthening their industry knowledge. The core purpose of the role is to provide a technical service to an adviser in order to provide the client with a positive professional experience. Tasks Preparing analysis on existing financial products. Formatting recommendation reports for clients. Formatting and sending letters / portfolio reviews to clients. Completing analysis and due diligence on existing client products. Sourcing and obtaining quotations of new products. Tax calculations. Ensuring all suitability reports are compliant. Communicating with clients via email and over the phone Job Standards Diploma level 4 Qualification or equivalent. Good IT office skills including Word, Excel, Outlook, internet Have, or have the ability to acquire, a sound knowledge of financial planning Develop and maintain systems and procedures which improve the efficiency of client case preparation and submission Confidence and the ability to use initiative Good personal time management - Personal Assistant experience would be an advantage The ability to work as part of a team and to deal with colleagues, clients and providers at all levels outside our business A high level of analytical capability with a high level of commercial experience/judgement Provide a point of contact for clients and providers when the adviser is unavailable