£30000 - £32000 Per year
Manager
Permanent,Full-time
Job Description
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 but no deal breaker (Intelliflo) experience
- General office management
- Mortgage admin support
Required Knowledge, Skills, and Abilities
Skills required:
- Financial Services experience
- Good Data Entry skills
- Office Management skills
- Great positive attitude and to be able to get the job done calmly
- Highly desirable: Mortgage Admin knowledge
Reference no: 99310