Membership Assistant

3 weeks ago


Leicester, United Kingdom HL Partnership Full time

We are looking for someone to deal with onboarding of members and advisers, check ongoing fitness and propriety and dealing with termination of membership/authorisations.

You will need competent IT skills including Microsoft office suite i.e. excel, word etc. and have strong verbal and written communication skills.

Ideally we are looking for someone with experience in Financial Services, although a recruitment/admin background would also be beneficial.

Key Tasks:
Maintenance of the Membership database to accurately record status and permission levels

Processing suspensions and terminations and dealing with references for exited members and advisers

Produce reports and maintain records of activities specified by the Membership Authorisations Manager

Report wilful misrepresentation and/or false documentation to the Membership Authorisations Manager and agree appropriate remedial action

**Job Types**: Full-time, Permanent

**Salary**: £18,000.00-£22,000.00 per year

**Benefits**:

- Additional leave
- Sick pay
- Wellness programme

Schedule:

- Monday to Friday

COVID-19 considerations:
The office is regularly cleaned and rules are updated in line with government and NHS guidance.

**Experience**:

- admin: 1 year (required)

Work Location: One location

Reference ID: MEMBERSPJAN23


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