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

Required Knowledge, Skills, and Abilities