General Administration - supporting Paraplanners and Advisers with general administration, such as printing, filing and gathering information (from providers and clients).
Experience of working in financial services is preferred, but administrators from other industries will be considered.
An exciting opportunity has just been created for an administrator to join a national professional services firm at their Doxford International Business Park location.
Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.
General
We are currently seeking a highly organised and efficient Financial Planning Administrator (or Case Manager) to join our client, a reputable financial planning practice on the outskirts of Sunderland.
The ideal candidate will provide administrative support to a team of financial planners, ensuring the smooth operation of the practice and contributing to their commitment to providing exceptional service to their clients.
The role includes management and co-ordination of monthly management accounts and statutory reporting.
This is an excellent career development opportunity for a qualified financial accountant to develop reporting and analytical skills in a prestigious firm, with development and growth opportunities.
A rare opportunity has become available for an experienced Group Reporting Accountant to join a national professional services firm at their Head Office in Doxford Park.