3 job openings for Office/Clerical Work in Blackburn

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  • Competitive Salary
  • Blackburn, UK
  • 2 days ago

Role: Administrator

Location: Blackburn

Contract Type: Permanent

Department: Wealth Management

Hours: Full time

 

About us:

PM+M is a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn, Burnley and Bury, covering East Lancashire, Greater Manchester and beyond. We have ambitious growth plans and our goal is to be the best north-west firm of finance professionals. PM+M is a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities. An opportunity has arisen to join the Wealth Management Team as an Administrator.

 

Job purpose and primary objectives:

To work as part of the Wealth Management team providing an excellent service to their clients’ in accordance with the firm’s values, procedures, prevailing legislation and good professional practice so as to meet or exceed clients’ expectations and needs. Duties and responsibilities: Support our advisers and paraplanners in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management – planning, tax mitigation, investment strategy and asset protection.

 

· Responsibility for the incoming post, ensuring it is filed to systems and distributed.

· The completion of valuations, identity checks, attitude to risk questionnaires, set up of new clients, chasing providers and ensuring client files are compliant etc.

· Working as a team and supporting others where needed.

 

Reporting and performance management:

· Reporting to the team supervisor.

· Quarterly performance reviews, alongside an annual personal development plan, to ensure development is maintained to help you reach your full potential.

· Professional, technical and soft skill training. We also want you to be:

· Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.

· Passionate about providing great client service.

· Great at communicating with people at all levels – face to face and in writing.

· Positive and good at using your initiative.

· Organised and good at working under pressure.

· Motivated and well organised.

 

Our ideal candidate will:

· Be familiar with the use of recognised software applications (word, excel, outlook).

· Have excellent verbal and written communication skills as there will be contact with clients at all levels.

· Have good organisational skills as well as the ability to take initiative and contribute to the effective running of the department.

· Have at least 2 years administration experience within a wealth management background.

 

Package details:

Salary: Dependent on experience

Benefits: · 23.5 days’ holiday per annum + bank holidays (3.5 days to be used for the Christmas closedown)

· On site free parking

· Flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance, child care vouchers, extra holidays etc.

· Employer pension contribution of 8%

· Death in Service life cover of 4 x salary

· Full technical training and support towards the CII if applicable

  • Competitive Salary
  • Blackburn, UK
  • 4 weeks ago

Role: Administrator

Location: Blackburn

Contract Type: Permanent

Department: Wealth Management

Hours: Full time

 

About us:

PM+M is a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn, Burnley and Bury, covering East Lancashire, Greater Manchester and beyond. We have ambitious growth plans and our goal is to be the best north-west firm of finance professionals. PM+M is a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities. An opportunity has arisen to join the Wealth Management Team as an Administrator.

 

Job purpose and primary objectives:

To work as part of the Wealth Management team providing an excellent service to their clients’ in accordance with the firm’s values, procedures, prevailing legislation and good professional practice so as to meet or exceed clients’ expectations and needs. Duties and responsibilities: Support our advisers and paraplanners in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management – planning, tax mitigation, investment strategy and asset protection.

 

· Responsibility for the incoming post, ensuring it is filed to systems and distributed.

· The completion of valuations, identity checks, attitude to risk questionnaires, set up of new clients, chasing providers and ensuring client files are compliant etc.

· Working as a team and supporting others where needed.

 

Reporting and performance management:

· Reporting to the team supervisor.

· Quarterly performance reviews, alongside an annual personal development plan, to ensure development is maintained to help you reach your full potential.

· Professional, technical and soft skill training. We also want you to be:

· Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.

· Passionate about providing great client service.

· Great at communicating with people at all levels – face to face and in writing.

· Positive and good at using your initiative.

· Organised and good at working under pressure.

· Motivated and well organised.

 

Our ideal candidate will:

· Be familiar with the use of recognised software applications (word, excel, outlook).

· Have excellent verbal and written communication skills as there will be contact with clients at all levels.

· Have good organisational skills as well as the ability to take initiative and contribute to the effective running of the department.

· Have at least 2 years administration experience within a wealth management background.

 

Package details:

Salary: Dependent on experience

Benefits: · 23.5 days’ holiday per annum + bank holidays (3.5 days to be used for the Christmas closedown)

· On site free parking

· Flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance, child care vouchers, extra holidays etc.

· Employer pension contribution of 8%

· Death in Service life cover of 4 x salary

· Full technical training and support towards the CII if applicable

  • Not mentioned
  • Blackburn, UK
  • 2 months ago

Main purpose of job

1.       To provide cost effective administrative and secretarial support to the partner and other senior fee earners in the team in the work of the department.

Key tasks

 

1.         To undertake matters which you are competent to conduct having due regard to the policies and procedures defined in the Office Manual relating to your areas of work.

 

2.         Arranging appointments and attending new, current and former clients and dealing with their queries including:

 

·                  obtaining instructions and advising on course(s) of action, length and cost of case (as

            appropriate);

·                  assessment of client’s financial means and explanation of private terms and  conditions and CFA’s;

·                  drafting and/or dictating correspondence to client, court, solicitors counsel and other third-parties, including Statements, Notices, Applications, and other Legal Forms/Documents;

·                  instructing counsel, experts, solicitor advocates or other third-parties, reviewing reports and continued liaison as required;

·                  advising on appropriate course of action;

·                  arranging and attending hearings and conferences as and when required;

·                  obtaining and reviewing evidence and statements;

·                  negotiation on clients behalf and, liaison with opponents etc. to obtain most preferable outcome for clients;

·                  ensuring efficient day-to-day progress of all matters, prioritising work as necessary and keeping the client informed on progress.

 

3.         To ensure that all work carried out meets or exceeds the requirements of the SRA Code of Conduct and meets Quality Mark standards

 

To record all work carried out accurately and appropriately on the firm’s computerised time recording system.