Kim Rowcliffe

Current Role Responsibilities

• In my current role, I am responsible for ensuring the smooth operation of the office and managing the acquisition of all office supplies.
• My key duties include:Organizing breakfast meetings and coordinating supplies for working lunches.
• Preparing Annual Reports, Analytic Reports, and weekly back office reports, including cross-referencing with provider reports using Excel, Word, and workflow programs, within IO
• .Generating monthly income reports and performing month-end reconciliations to ensure timely payroll delivery for advisers.
• Executing administrative tasks for accountants using Xero accounting software, Go Simple Books, Square, and GoCardless for reconciling client accounts concerning quarterly VAT returns, year-end processes, and directors payroll.
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• Working in the wealth team as financial administrator, updating client files and processing new investments with monthly direct debits and withdrawals, and preparation of reports.

Hybrid Role – Remote with Weekly Office Collaboration

Overview: Efficiently manage client policy updates, financial reconciliations, and reporting processes using Intelligent Office and analytical tools. Provide seamless communication between clients, providers, and internal teams through structured workflows and face-to-face collaboration.

Key Responsibilities:
Client & Provider Communication:

Process all incoming correspondence from clients and financial providers.

Conduct weekly in-office handovers to address queries and ensure continuity of work.

Holiday Park – February 2013 to February 2014

Overview: Led recruitment, training, and operational oversight for accommodation services at a busy holiday park. Managed large-scale cleaning logistics using advanced mobile systems, coordinated contractor relations, and maintained high standards through audits and real-time monitoring.

Key Responsibilities:

Initially employed as an on-park Auditor, conducting final inspections of caravans before guest arrival.

Performed spot checks to ensure cleaning and maintenance standards were upheld.

Staff Recruitment & Training:
Recruited and trained new staff, delivering ongoing coaching to maintain service quality.

Managed daily work schedules and processed team timesheets.
Coordinated daily deployment of cleaning and auditing teams across the park. Oversaw over 650 caravan cleans on peak changeover days.

System Implementation & Digital Management:
Transitioned operations to digital platforms using Go-Pristine and Geopal systems.

Managed real-time caravan cleaning processes via HTC mobile devices linked to central control via Wi-Fi.

Monitored cleaning progress, inventory, vaxing, and maintenance issues minute-by-minute.

Communication & Coordination:
Liaised with contractors and customers to resolve on-site issues professionally and discreetly.

Compiled and handled sensitive and confidential documentation.

Attended weekly accommodation meetings, took minutes, typed and distributed reports, and updated personnel files.