The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
The individual should have an appreciation, and preferably experience, of offering high quality service to consumers and should be prepared to commit to a comprehensive schedule of CPD to further support this.
A new opportunity has been created for driven individuals to join our established graduate program at one of the UK's largest and most dynamic Chartered Wealth Management Houses, at their offices in Doxford International Business Park.
This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments, inheritance tax and protection.
A fantastic opportunity has arisen for a Financial Planning Administrator to join a successful Wealth Management practice in Tyne and Wear.
This role will come with development opportunities, prgression and study support.
My client, a national Chartered Wealth Management Firm, is seeking a proven industry professional to lead on its technical training and development across the UK.
With significant investment in development across the business and aggressive targets to obtain chartered status for its national adviser footprint in the coming years, this is an exciting opportunity for an individual to add significant value to a growing, dynamic business.
Role Overview
Supporting, training, and guiding learners and developing their personal and professional attitudes, skills, and abilities.
We are supporting a Sunderland based client who're working through a significant digital transformation and have a newly created role to take on responsibility for the design and delivery of their testing strategy.
As part of a central Project Management Office (PMO), you'll play a key role in governing and executing medium to large-scale projects across the whole business.
This role offers a unique opportunity to influence the future of project delivery within our growing Business Improvement and Change function.
To lead, guide and monitor the end to end IT and BAU testing processes including analysis, design, implementation and execution of testing tasks and activities.
General
Ensuring defects, risks and issues are escalated and resolved within the required timescales.
Bringing a structured, well governed and organised approach to ensure on time robust delivery of testing activities to the required standard.