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.
Temporary School Receptionist Needed - Enhanced DBS Required ?
Our client, an Educational establishment based in Houghton le Spring, is currently seeking a highly organised and detail-oriented School Receptionist/Administrator to join their team.
Are you an experienced Receptionist with an Enhanced DBS clearance seeking a temporary opportunity?
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.
Supporting, training, and guiding learners and developing their personal and professional attitudes, skills, and abilities.
General
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.