Wealth Manager - Financial Wealth, Social Wealth, Time Wealth and Physical Wealth.
Welcome to Bushell Holt Wealth Management Your Future Begins Here At Bushell Holt Wealth Management, we are devoted to offering unmatched support in managing our clients' wealth. Our dedication to excellence and a client-focused approach has earned us a trusted reputation in the wealth management sector. Located in the heart of Lymm Centre, our team thrives in an environment that values integrity, innovation, and collaboration. As a Practice Support Specialist, you will become part of a dynamic team that is passionate about helping clients achieve their financial goals. We believe in empowering our employees, fostering a culture of continuous learning, and providing opportunities for professional growth. At Bushell Holt, you will work alongside experienced professionals who are dedicated to mentoring and supporting you every step of the way. Our team is the backbone of our success, and we take pride in the collaborative and supportive atmosphere we have cultivated. We recognise that our employees are our greatest asset, and we are committed to creating an inclusive workplace where everyone feels valued and respected. By joining Bushell Holt Wealth Management, you will be part of a forward-thinking organisation that is always striving to exceed expectations. We are enthusiastic about the future and are looking for talented individuals who share our vision and passion for making a positive impact in the world of wealth management. Together, we can achieve great things. Welcome to Bushell Holt Wealth Management – where your future begins. Job Description: Practice Support Specialist
Job title: Practice Support Specialist Reports to: Practice Manager Direct reports: None Main location: Lymm Centre Contract tenure: Permanent Role Purpose
To provide administrative support to the partners to ensure that their relationships with clients can be optimised and assist with the daily operation of the practice. All team members are expected to be multi-skilled to assist the practice in running efficiently. Key Duties and Responsibilities
Provide high-level administrative support to the partners. Deal effectively with queries from clients and other parties through effective communication. Manage client relationships, including booking meetings, diary management, creating meeting packs, updating CFRs, and creating advice sets. Prepare files, including compliance-required documentation, research, illustrations, and supporting documentation. Ensure files are complete with all required client identification documentation and necessary application forms. Process applications accurately and record the required management information. Progress applications with product providers, advisers, clients, and other third parties to ensure timely case completion. Manage the practice's digital presence, including updating social media outlets and assisting with online marketing campaigns. Person Specification
Skills and Behaviours:
Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly. Excellent written communication skills. Knowledge of Salesforce, QWIL, Online Wealth Account, MyPractice. Broad experience with Microsoft Office (Outlook, Word, PowerPoint, Excel). Good organisation skills. Strong attention to detail. Effective time management with the ability to multi-task. Remains calm when faced with conflicting demands and handles these effectively. Demonstrates a positive attitude at all times. Works well independently as well as part of a team. Open to change with a creative approach to problem solving. Required Competencies
Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks despite distractions and interruptions. Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables. Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems. Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement. Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand. Planning and organising: Manages own time, priorities, and resources to achieve goals. Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the practice. This role profile sets out the scope and main duties of the post at the date on which it was drawn up. Such details may vary from time to time without changing the general character of the post or the level of responsibility entailed. Such variations are a common occurrence and cannot of themselves justify a reconsideration of the level or remuneration of the post. All employees of the practice are expected to be flexible in undertaking the duties and responsibilities attached to their role and may be asked to perform other duties that reasonably correspond to the general character of their role and their level of responsibility.
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Welcome to Bushell Holt Wealth Management Your Future Begins Here At Bushell Holt Wealth Management, we are devoted to offering unmatched support in managing our clients' wealth. Our dedication to excellence and a client-focused approach has earned us a trusted reputation in the wealth management sector. Located in the heart of Lymm Centre, our team thrives in an environment that values integrity, innovation, and collaboration. As a Practice Support Specialist, you will become part of a dynamic team that is passionate about helping clients achieve their financial goals. We believe in empowering our employees, fostering a culture of continuous learning, and providing opportunities for professional growth. At Bushell Holt, you will work alongside experienced professionals who are dedicated to mentoring and supporting you every step of the way. Our team is the backbone of our success, and we take pride in the collaborative and supportive atmosphere we have cultivated. We recognise that our employees are our greatest asset, and we are committed to creating an inclusive workplace where everyone feels valued and respected. By joining Bushell Holt Wealth Management, you will be part of a forward-thinking organisation that is always striving to exceed expectations. We are enthusiastic about the future and are looking for talented individuals who share our vision and passion for making a positive impact in the world of wealth management. Together, we can achieve great things. Welcome to Bushell Holt Wealth Management – where your future begins. Job Description: Practice Support Specialist
Job title: Practice Support Specialist Reports to: Practice Manager Direct reports: None Main location: Lymm Centre Contract tenure: Permanent Role Purpose
To provide administrative support to the partners to ensure that their relationships with clients can be optimised and assist with the daily operation of the practice. All team members are expected to be multi-skilled to assist the practice in running efficiently. Key Duties and Responsibilities
Provide high-level administrative support to the partners. Deal effectively with queries from clients and other parties through effective communication. Manage client relationships, including booking meetings, diary management, creating meeting packs, updating CFRs, and creating advice sets. Prepare files, including compliance-required documentation, research, illustrations, and supporting documentation. Ensure files are complete with all required client identification documentation and necessary application forms. Process applications accurately and record the required management information. Progress applications with product providers, advisers, clients, and other third parties to ensure timely case completion. Manage the practice's digital presence, including updating social media outlets and assisting with online marketing campaigns. Person Specification
Skills and Behaviours:
Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly. Excellent written communication skills. Knowledge of Salesforce, QWIL, Online Wealth Account, MyPractice. Broad experience with Microsoft Office (Outlook, Word, PowerPoint, Excel). Good organisation skills. Strong attention to detail. Effective time management with the ability to multi-task. Remains calm when faced with conflicting demands and handles these effectively. Demonstrates a positive attitude at all times. Works well independently as well as part of a team. Open to change with a creative approach to problem solving. Required Competencies
Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks despite distractions and interruptions. Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables. Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems. Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement. Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand. Planning and organising: Manages own time, priorities, and resources to achieve goals. Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the practice. This role profile sets out the scope and main duties of the post at the date on which it was drawn up. Such details may vary from time to time without changing the general character of the post or the level of responsibility entailed. Such variations are a common occurrence and cannot of themselves justify a reconsideration of the level or remuneration of the post. All employees of the practice are expected to be flexible in undertaking the duties and responsibilities attached to their role and may be asked to perform other duties that reasonably correspond to the general character of their role and their level of responsibility.
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