KIM ROWCLIFFE
Exmouth,Devon
Summary
Experienced professional with focus on office management and team coordination. Known for improving operational processes and fostering collaborative work environments. Utilises strong organisational skills and effective communication to enhance productivity and streamline office functions.
Overview
10
10
years of professional experience
1985
1985
years of post-secondary education
1
1
Certification
Work history
Office Manager/Group Administration
Robson Group
Exeter/Honiton, Devon
04.2021 - 04.2023
- 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, filtering calls and processing incoming and outgoing mail.
- 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 payments and expenses, processing square, and GoCardless payments for reconciling client accounts concerning quarterly VAT returns, year-end processes, and directors payroll. Reconciling petty cash expenses. Processing invoices and reconciling.
Wealth Client Administrator
Robson Group
Exeter/Honiton, Devon
04.2021 - 04.2023
- 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.
- Reconciling fees on clients plans to enable the fees to be allocated on the clients plans and link to advisers.
- Filtering calls, incoming and outgoing post.
- Greeting clients into the office.
- liasing with Pension, Mortgage and Investment providers for updates on transfers and new investments illustrations.
Company Administrator
Thomas & Gentry IFA
Exmouth, Devon
03.2014 - 03.2021
- 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, monthly income reconciliation of adviser fees.
- Handled sensitive information confidentially, upheld the firm's reputation for professionalism.
- Managed database to maintain updated records and accuracy.
Auditor/Supervisor
Bourne Leisure - Haven Exmouth
Exmouth, Devon
02.2013 - 02.2014
- 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.
- 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.
- Recruited and trained new staff, delivering ongoing coaching to maintain service quality. Managed daily work schedules and processed team time sheets.
- 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.
- 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.
Education
High School Diploma - Maths, English, Science And Business Studies
GCSE O Levels
Skills
- Company processes
- Customer relations
- Teamwork and collaboration
- Expense reporting
- Self-motivated
- Records management
- Order processing
- Account servicing
- Client service
- Customer service
- Knowledge of gdpr regulations
- Data entry expertise
- Maintaining records
- Accounting principles
- Financial record-keeping
Certification
- GDPR
- Vulnerable Clients
- Cyber
- First Aider
- Fire Marshall
- Money Laundering
Timeline
Office Manager/Group Administration
Robson Group
04.2021 - 04.2023
Wealth Client Administrator
Robson Group
04.2021 - 04.2023
Company Administrator
Thomas & Gentry IFA
03.2014 - 03.2021
Auditor/Supervisor
Bourne Leisure - Haven Exmouth
02.2013 - 02.2014
High School Diploma - Maths, English, Science And Business Studies
GCSE O Levels
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