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.
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.
Key Accountabilities
Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.
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.
Our client, a reputable financial planning practice in Gosforth is seeking a highly-motivated and organised Financial Planning Administrator to join their team.
The successful candidate will provide administrative support to a team of financial planners and paraplanners, ensuring that clients receive a high level of service and attention.
This is a full-time office-based role working in a friendly and supportive team environment, with opportunities for career growth.
Tempest Jones have a fantastic vacancy for a Financial Planning Administrator to join a busy firm of financial planners based in Gateshead.
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
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
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.
Providing accurate and timely reports and information for the Board, Treasurer, Management Team and Funders.
My client is seeking a Finance Assistant to manage their accounts processes efficiently and effectively.
The ideal candidate will be responsible for invoice processing, bank reconciliations, maintaining payment schedules, and ensuring accurate financial transactions within their accounting system.
Reporting to: Department Lead / Operations Manager
Mactech Energy Group are looking to appoint Office Manager / Senior Administrator to support the Operations Manager and extended members of the operations team.