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.
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.
The role includes management and co-ordination of monthly management accounts and statutory reporting.
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.
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.
Role Overview
Supporting, training, and guiding learners and developing their personal and professional attitudes, skills, and abilities.