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Membership Assistant

Accounting & Finance Jobs

HL Partnership Limited


£18,000 - £20,0000


6 Merus Court, Meridian Business Park, Leicester LE19 1RJ

Job Overview

KEY TASKS Progression of applications, member referencing, initial training attendance and authorisation of members and advisers Maintenance of the Membership database to accurately record status and permission levels Reviews of ongoing fitness and propriety of members and advisers Processing suspensions and terminations and dealing with references for exited members and advisers Secure documentation for membership record and ensure retained to the appropriate database and filing systems Produce reports and maintain records of activities specified by the Membership Authorisations Manager Provide appropriate guidance to Appointed Representatives, their Advisers and their employees when dealing with applications to join the network Report wilful misrepresentation and/or false documentation to the Membership Authorisations Manager and agree appropriate remedial action To maintain ongoing competency through development of personal training plans in conjunction with Membership Authorisations Manager This list is not exhaustive and other relevant duties will be undertaken in relation to the job. SKILLS/COMPETENCIES Able to demonstrate a suitable level of industry knowledge and experience to conduct the role Strong verbal and written communication skills The ability to analyse information with a view to making informed decisions Good team player, but with a definite ability to work under own initiative Good computer skills including Microsoft applications PERSONAL QUALITIES Confident and assured manner when discussing regulatory matters, whilst maintaining an informative and consultative style A real desire to provide support and to assist firms to stay safe in the business environment

Qualifications Required

Minimum 12 months experience in a similar role ideally within the financial services sector desirable but not essential Knowledge of systems of control and able to follow clearly defined procedures Experience of working under pressure, prioritising and working to tight deadlines Competent on Microsoft office suite i.e. excel, word etc. Strong verbal and written communication skills CeMAP/equivalent professional financial services qualification or willingness to work towards this.

Hours per week


Closing Date



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