Practice Manager

Published by Steve Horn on July 6, 2022
Salary: £30K 
Industry: Administration & Office Support
Remote Working: no
Employment Type: full time
Location: Westcliffe-On-Sea

Practice Manager required to work in Westcliffe-On-Sea.

Job responsibilities:

  • 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
  • General office management
  • Mortgage admin support

Skills required:

  • Proven Financial Services experience essential
  • Mortgage Admin knowledge
  • Good Data Entry skills
  • Office Management skills
  • Great positive attitude and to be able to get the job done calmly 

Generous annual leave and my client closes for 2 week over Christmas.

Please send in your CV if you have the above skills.

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