Business Assistant (Huddersfield)

Wealth Management
Salary negotiable
Contract Type:

The Role

The role of the Business Assistant(s) is to support the Business Manager in ensuring the smooth running of the business by providing business and general administration activities.

Key Responsibilities and Outputs

·      Providing assistance and support to the Business Manager in the delivery of all aspects of general business/office administration

·      Delivering agreed project activities as designated by the Business Manager

·      Maintaining sub contractor arrangements

·      Maintaining facilities and office stock/supplies

·      Developing and maintaining internal relationships to help maintain business flow and meet agreed targets

·      Promoting the profile of the business within the profession and wider communities

·      Continuous professional development to meet personal development needs.

Nature and scope of responsibilities

Reports to:                  Business Manager  

The role holder is responsible for:

·         Managing all incoming and outgoing business post

·         Managing and arranging client appointments (as required) by the Financial Planners/Advisers

·         Diary management for the business (as required)

·         Managing incoming telephone communications  

·         Managing office facilities and stock ordering and maintenance

·         Organising internal events as required by the Business Manager

·         Managing and recording client data onto appropriate business systems and files


·         The delivery of designated projects as required by the Business Manager

·         Ensuring the business complies with current fire safety legislation  

·         Ensuring the business meets current health & safety legislation

·         Assisting the Business Manager in the development of continual improvement programmes

·         Implementing and co-ordinating all projects within the business to improve administration and support functions

·         Implementing and co-ordinating al business projects to support back office functions

·         Delivering a framework for operational activities and procedures

·         Implementing and co-ordinating the provision and maintenance of operational procedures and templates

·         Carry out the  implementation of the ‘Operational Management Framework’

·         Delivering project requirements within agreed timescales and budgets

·         General project administration

·         Creating, issuing and maintenance of project plans


·         IT software and hardware programme maintenance and support

·         Liaising with all IT 3rd parties

·         Researching and developing IT Systems in line with the business objectives

The role holder may from time to time be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.