Practice Manager - Financial Advisors
-
United Kingdom - West Yorkshire - Wakefield, Pontefract -
£ 30000 Per year
Financial Adviser
Permanent,Full-time
Job Description
Duties will include:
- Submission of all new business
- Payment of fees & commissions to advisers
- Dealing with clients and payments & withdrawals
- Chasing providers for information
- Support for MD
- 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 has the option of being self employed with the tax & accountancy fees paid by the firm or PAYE.
Required Knowledge, Skills, and Abilities