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 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.
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.
We are supporting a Sunderland based business in their search for an Enterprise Architect.
A review of resources has led to them identifying the need to being on an experienced Enterprise Architect initially who should, in the medium term, be leading a small team of solutions architects who'll add detail to the strategy they define.
Although well established, and with a very positive view of technology at an executive level, the business haven't had anyone in an architect role in recent years.