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.
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