Practice Manager – Financial Advisors 42 views

Practice Manager – Financial Advisors

Job Type : Permanent, Full Time

Salary : £30000 – £33000/annum

 

We are recruiting for a Practice Manager to work for a small, long established firm of Financial Advisors based in the Southend on sea, Essex area.
Duties will include:
Financial Services experience essential.
* Submission of all new business
* Payment of fees & commissions to advisers
* Dealing with clients and payments & withdrawals
* Chasing providers for information
* Support for MD & advisers
* All accounts & banking in preparation for FCA reporting & Audit
* Compliance preparation & maintenance for CPD
* Specific client support & reporting
* Data input requiring excel & ideally intelligent office (Intelliflo) experience (but not a deal breaker)
* General office management
* This role gives the option of you being self-employed with the tax & accountancy fees paid by the firm or to be PAYE.
* Full holiday pay.
* HOLIDAY: approximately 10 days at Christmas, 21 days during the year and all Bank Holidays FULLY PAID.
* Office based- Car Parking available-9-5 Monday to Friday NO WEEKENDS
Salary £30,000 – £33,000 per annum

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