Experience of working in financial services is preferred, but administrators from other industries will be considered.
General Administration - supporting Paraplanners and Advisers with general administration, such as printing, filing and gathering information (from providers and clients).
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.
Our client have a great opportunity for an Administrator who wants to develop a career in financial services with an established and well respected chartered financial planning firm.
We are looking for an enthusiastic individual to join their Adviser support team to provide top quality administration and support to their Independent Financial Advisers.
Responsibilities
Managing adviser diaries and preparing review paperwork for client meetings.
We're seeking a talented Finance Manager to join our esteemed client on a part-time basis, specifically on Mondays through Wednesdays, stationed at their office in South Shields.
About the role
Providing accurate and timely reports and information for the Board, Treasurer, Management Team and Funders.
To ensure the sound financial management of our client's accounts, making sure the charity operates effectively and is compliant with all legal and sector requirements.
As Finance Manager you will be responsible for preparing the organisations full accounts, reporting financial information to the Directors and assiting with external audits.
Reed Finance are delighted to be working alongside an established client in the East Boldon area who are looking to recruit a Finance Manager their business on a full time, permanent contract.
Are you an experienced accountancy professional able to manage the full accounts function in a standalone role?