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Key Responsibilities & Day-to-day work tasks: Annual Planning Meetings: o Send out update packs. o Preparation for meeting. o Taking the notes post meeting. o Preparing the Financial Plan. o Overseeing agreed follow ups. Group Scheme Renewals: o Overseeing the quotes when Group Schemes renew. o Preparing the Corporate Confidential Financial Review (CFR) and Suitability Letter. Trust Forms: o Prepopulating and sending out Trust forms. o Co-ordination with providers to ensure the Trust forms are logged correctly. Estate Planning Liaison: o Organising the quarterly ‘Estate Planning Days’ for clients. o Overseeing the follow ups. Protection Applications: o Obtaining quotes for client meetings. o Running through online applications with clients. · Quality of Documentation: o Providing backup for CFR, Suitability Letters and advice sets. o Point of sale packs. Office: o Overseeing LOAs with PlusGroup. o Answering the phone. o Scanning and distribution of post. o Welcome Screen. o Help to Meet & Greet Clients/Drinks. o Anything else required. o Completion of regulatory training. o Completion of timesheet.
Responsibilities: · Install, configure, and maintain servers and server applications. · Monitor server performance, conduct regular updates, and troubleshoot server-related issues. · Manage network infrastructure, including routers, switches, and firewalls. · Ensure network security, performance, and reliability. · Install and update software and applications on servers and workstations. · Maintain software licenses and track usage. · Implement data backup and recovery strategies to safeguard critical data. · Test backup and recovery processes regularly. · Implement and maintain security protocols and policies. · Monitor security breaches and respond to incidents. · Create, modify, and delete user accounts. · Manage user permissions and access rights. · Maintain an inventory of IT hardware and equipment. · Plan for hardware upgrades and replacements. · Document configurations, processes, and procedures. · Generate regular reports on system performance and compliance. · Collaborate with project teams to provide IT infrastructure support. · Ensure that project-related IT requirements are met. Skills and Qualifications: · A bachelor's degree in computer science, information technology, or a related field is often required. · One to two years of relevant experience. · Proficiency in operating systems such as Windows Server, Linux/Unix, and sometimes macOS. · Networking skills including TCP/IP, DNS, DHCP, VPN, VLANs, routing, and firewalls. · Knowledge of virtualization technologies such as VMware, Hyper-V, or XenServer. · Strong problem-solving and analytical skills. · Excellent communication skills, both written and verbal. · Ability to work independently as well as part of a team. · Attention to detail and ability to prioritize tasks.
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