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.
Assisting in the development and implementation of marketing campaigns
Reporting to the Head of Marketing you will be responsible for:
An excellent opportuinty for an experienced Marketing Executive with a passion for Events to join one of the UK's most dynamic Chartered Wealth Management Houses at their new Head Office.
Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.
General
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.
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.
We are seeking a Lead SQL Database Administrator with a strong background in database management systems, data modelling, and integration technologies.
The successful candidate will lead a team of Database Developers, ensuring the reliability, security, and scalability of our database infrastructure.
This role requires expertise in database management systems (design, implementation, maintenance, and performance optimisation), data modelling, and awareness of integration technologies to ensure the seamless flow of data across disparate systems.
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.
The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
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.
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.
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.
Role Overview
Supporting, training, and guiding learners and developing their personal and professional attitudes, skills, and abilities.