Client area

A pivotal role in the smooth running of the office, managing the post for all the UK offices.

Reports to:

Post Room & Reception Manager

Location:

Birmingham

Hours of work: 

35 hours each week

Purpose of role

This is a pivotal role in the smooth running of the office and requires the individual handle all post coming through to Ascot Lloyd and distributing this out to all offices. Taking direction from the Senior IFAA, this role will work alongside the Receptionists.

Key Responsibilities

  • Sort and distribute internal and external mail
  • Manage incoming deliveries and distribute these where necessary
  • Book couriers to collect and deliver post to other Ascot Lloyd offices
  • Support the business with printing and faxes
  • Distribute emails and queries received into This email address is being protected from spambots. You need JavaScript enabled to view it. mailbox appropriately ensuring follow up
  • Liaise with Royal Mail and our marketing team for maintenance business response accounts (pre-paid service)
  • Investigate unmatched and unwanted post
  • Support operations with the franking machine accounts
  • Support the business with adhoc projects.

SM&CR Responsibilities

As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions.

Individual Conduct Rules

  1. You must act with integrity
  2. You must act with due care, skill and diligence
  3. You must be open and co-operative with the FCA, PRA and other regulators
  4. You must pay due regard to the interests of customers and treat them fairly
  5. You must observe proper standards of market conduct
     

Experience / Skills Required

  • Excellent interpersonal skills
  • Drive and ability to plan, prioritise and manage workloads
  • Ability to follow processes and procedures in a compliant manner
  • Excellent communication skills, both written and verbal
  • Enthusiastic, positive and confident telephone manner
  • Attention to detail
  • Client confidentiality
  • Team work
  • Excellent record keeping skills
     

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