n  Contacting clients and setting up meetings, eitherwithin an office environment or in clients' homes or business premises;

n  Conducting in-depth reviews of clients’ financialcircumstances, current provision and future aims;

n  Analysing information and preparing plans bestsuited to individual clients' requirements;

n  Providing clients with information on new andexisting products and services;

n  Assisting clients to make informed decisions;

n  Researching information from various sources,including providers of financial products;

n  Promoting and selling financial products to meetgiven or negotiated sales targets;

n  Liaising with Superannuation and insuranceproviders.

n  Liaising with other professionals, such as estateagents, solicitors and Mortgage brokers

n  Keeping up to date with financial products andlegislation;

n  Maintaining detailed records for compliancepurpose.

n  Producing financial reports;

n  Contacting clients with news of new financialproducts or changes to legislation that may affect their savings andinvestments;

n Work with clients to evaluate their need for health insuranceprotection. Involves substantial research and fact finding about theclient's needs.

n An on-going process, as needs continuously change as a person'sfamily and employment situations change.

n Educate by explaining the various health insurance plansavailable and provide appropriate cost indexes. 

n Accurate and complete information is provided to the insurer tomake sure that the client gets the very best premium available. 

n Review coverage on a periodic basis suggesting changes whenappropriate.

n Manage and train new professionals on field.

n Calculate and calibrate reports of weeklyproduction of team.

Reviewcompany financial strategy (including the use of profits and reserves) andmaking recommendations where appropriate.

Responsiblefor producing and analysing year-end financial accounts, liaising with thecompany's auditors, production of statutory accounts and lodgement of thecompany's taxation return.

Responsiblefor reviewing, updating and implementing existing internal accounting systemsand introducing new systems and controls where appropriate.

Responsiblefor monitoring all company expenditure and where appropriate makingrecommendations to individuals and teams responsible for budgets.

Responsiblefor prompt raising of sales invoices for bulk publications customers,advertising and inserts sales, processing of receipts and all aspects of creditcontrol.

Responsiblefor managing of all company bank accounts including company credit cards;ensuring adequate funds are available to meet expenditure requirements;ensuring excess funds are earning a reasonable rate of return; liaising on aregular basis with the company's bankers.

Insurance:Responsible for reviewing the company's insurance arrangements (policies andbrokers); ensuring adequate insurance cover is maintained; administering thecompany's insurance policies and making claims where necessary; liaising withthe company's insurance brokers.

Interaction with the buyers & suppliers overseas & visiting themas and when required for business Negotiations & account settlements.

Tracking payment progress and timely billing.

Managing 2 accountants.

  Managing fleet for delivery and procurement.