Providing practice management, paraplanning, business processing, HR and marketing services to a Chartered Financial Practice. An inclusive and pro-active practice manager with a wealth of paraplanning experience, providing support in all aspects of bespoke financial planning and client care. With sharp business focus, I have a keen eye for the bigger picture. Originally from a support background within legal services, with experience managing day to day accounts and payroll, I have strong sense of integrity and a lateral thinking approach to cost effective process improvement. Moving into the world of regulated finance as an administrator, I was soon promoted to Practice Manager and developed a flair for project management; implementing marketing plans; office set ups; process improvement; compliance oversight; case management; operating cost reduction and managing BSP transactions. With a keen interest in research and solution building, I have developed my paraplanning capabilities and technical writing skills: fact finding; liaising with tax specialists and in-house business assurance; sourcing ceding scheme information; researching and building financial solutions on a case by case basis; running cost comparisons; producing suitability reports; and general case management from fact find to business submission. A flexible and effective team player with a friendly and approachable manner and a proven client care record, I have excellent verbal and written communication skills, which allow me to adapt my style to a wide audience. I take pride in bringing the best out in my team and helping them to reach their potential.

Practice Manager and PA to the MD: a strong commercial focus and ability to drive a variety of projects allowed me to flourish within this dynamic environment. Key areas include developing marketing strategies; costing exercises; event management; diary management; client care; recruitment; staff management; paraplanning; accounts; compliance oversight; file management, full PA services and process improvement.Working within a regulated industry requires excellent record keeping and attention to detail, as well as a personal commitment to hold oneself to the highest standards. Keeping my knowledge up to date and constantly striving to improve our office processes and business focus is key to successful practice management.

During a career break I took the opportunity to volunteer at a local primary school, helping 7-8 year olds with their literacy skills. Taking the time and patience to win the trust of the students and watching their skills develop as their confidence grew was a rewarding experience; I really value the sense of achievement I gained in helping the children improve their skills.

Dealing with the day to day accounts and office administration for the Directors of a manufacturing company, where I had sole responsibility for the company's bookkeeping.Key skills include: double entry bookkeeping; use of electronic accounts packages; accounts payable; invoicing and credit control; payroll, pension contributions & PAYE; preparation & submission of VAT returns; budgeting for VAT payments; month end completion and reporting; assisting company accountants with year end procedures; dealing with incoming/outgoing post and telephone calls; file maintenance; obtaining quotes from suppliers; ordering & pricing stationary supplies; managing the company's online bank account and generally assisting the Directors where necessary.

Running an office and bookkeeping for a family run construction company.Key skills duties included: dealing with post, telephone calls and emails; bookkeeping and payroll; invoicing and credit control; accounts payable; liaising with clients and suppliers; preparation of VAT & CIS returns; organising electronic & postal marketing; liaising with the company’s accountants and generally managing the office. In February 2010 the directors took the difficult decision to cease trading.

Employed initially as a floating secretary, I was promoted to the Managing Partner's secretary within a busy commercial and residential conveyancing team. Excellent organisation, prioritization and time management skills were essential, as well as superb IT, proof reading, communication and typing skills. I enjoyed outstanding client relations and had conduct of my own files from start to finish. Key skills include: having responsibility for property files from completion to archiving, including SDLT and registration; management of own files, including retirement home lease assignments and transfers of mobile home agreements; organizing and maintaining case files; creation and implementation of procedures for streamlining case management and deadline tracking; transcribing, speed reading and editing documentation; team diary management; file costing and raising invoices; dealing with calls and emails; compiling letters and manuscripts; closing and archiving files and storage of documents; extensive use of practice management (Solicitors Own Software SOS) and case management software (Solcase/VIsualfiles); comprehensive knowledge of legal terminology; excellent copy, digital dictation and audio typing ability; ability to handle confidential and sensitive information and documents with appropriate discretion and compliance with governing legislation.

Working in a small team in a close, fast paced office providing secretarial support for a fee earner specializing in commercial property and private client work. Key skills included: client care and liaison; dealing with phone and email enquiries; diary management; assembling and typing legal documents; audiotyping and file management.