Rebecca Rose

FINNACIAL PLANNING

• Full control of the review service , this includes fact-finding, report writing , research and planning the meeting agenda for the adviser.
• Managing all the compliance documentation to the Quilter network and liaising with advisor support teams
• Providing compliance and packs for new business enquiries, researching in Defaqto on fund recommendations. Providing quotations .Drafting reports for the client following the full compliance process and uploading to the network.
• Executing the the business with applications.
• Setting remuneration and obtaining remuneration reports to track payments.

ADMINISTATION

• Making sure all stationary and compliance is up to date.
• Meeting with the network inspectors regarding compliance and regulation, keeping all data and spreadsheet registers current.
• Diary tracking of the advisor.
• Communicating clients to resolve any queries and booking appointments with the advisor.
• Communications with provider representatives regarding the panel products and processes.
• Attending paraplanning seminars to stay knowledgeable in the field.

TAX & ACCOUNTANCY

• Communicating with clients to issue books and records.
• Liaising with the accountant.
• Assisting at Producing draft rental accounts and CGT computations.
• Payroll on Moneysoft
• Xero invoicing , payments ,reconciliations and chart of accounts.
• HMRC website monitoring and authorisations.
• Basic knowledge on completing tax returns through iris software.

• Engaged with guests to create positive rapport, encouraging loyalty and repeat visits.
• Maintained bar stocks, replenishing daily as necessary.
• Performed bar closing duties, thoroughly cleaning, sanitising and replenishing stock.
• Planned and informed customers of new menu items for purchase.
• Followed safe serving requirements, monitoring guest behaviour and discontinuing service to inebriated customers.
• Changed beer kegs safely and efficiently, consistently following health and hygiene guidelines.
• Trained and supervised junior staff to maintain service standards.

• Maintained detailed administration and office procedures to improve accuracy and efficiency.
• Supported executive leadership and office staff by managing operational workflow.
• Encouraged customer feedback to deliver information to management for process improvements.
• Examined data to detect errors and discrepancies.
• Registered new customer account details in system.
• Photocopied, scanned and printed relevant data for manager.
• Utilised various data programs to manage and monitor data.
• Address enquiries by phone or email regarding data information.
• Received and screened high-volume internal and external communications, calls and email.
• Verified accuracy of information and sorted information of documents for computer entry.

• Managed external queries, engaging with clients face-to-face, by phone and through email.
• Directed high-volume inbound and outbound calls by using switchboard with precision.
• Represented front of house services, maintaining polished, professional appearance to uphold company image.
• Received, sorted and distributed incoming mail and facilitated outgoing mail for department.