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 Line Clearance Supervisor will report directly to the Line Clearance Manager (LCM) and will be responsible for establishing and arranging work within a geographical area.
You will plan your work according to the priority levels instructed by your LCM, maintaining the highest standards of operational services to support the overall, annual contract delivery.
We are currently seeking an experienced Sales Administrator to join a well-established, growing, family-run business based in Boldon Colliery.
Your role will be to provide a high-quality Customer Service experience for customers from order through to delivery and ensure our client continues to be the supplier of choice.
General
You will be the first point of contact for a varied customer base via telephone, email, and website orders.
This is a full-time, permanent role and it is based in Hebburn.
Working in a busy team you will spend a large part of the day collating information relating to repairs and maintenance projects that have been completed the previous day and, using an established pricing matrix, you will create accurate invoices and send to the client.
Day to day duties will include
Integrating daily job completion reports, creation of daily valuation sheets, uploading of job sheets to client, pricing valuations and entering onto client's system for submission.
An exciting opportunity has arisen within our growing Refurbishment business for a Resident Liaison Officer to join a dynamic Partnership team.
Working out of our site-based Sunderland office within a wider delivery team and responsible to the Senior Resident Liaison Officer, the position will deliver a first-class customer experience driving high levels of satisfaction working on social housing refurbishment contracts.