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.
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.
IDEX are working in partnership with a national Wealth Management business who are looking to recruit a Chartered Financial Planner in to their team in the North East.
Due to the complexity of certain clients, my client requires an individual who has a proven ability to build maintain responsibility for their own clients whilst continuing to grow their revenue.
Within the next 12 months there will be retirements within the team, leaving a very well established book of highly affluent and high-net-worth clients available to inherit.
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.
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.
Are you a qualified Accountant becoming frustrated with your day-to-day role ...... what you really want is to be a true Finance Business Partner?
What you really want is to drive and develop the performance of the finance function.
Maybe the most enjoyable part of your finance role is influencing critical business decisions, but too much of your time is spent with the usual month-end duties.
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.
Reed Accountancy are delighted to be working with a well-established client in Newcastle who are seeking a candidate to support their credit control function on a maternity cover contract.
The ideal candidate will be responsible for managing the company's credit control function, ensuring timely payments and minimizing bad debts.
Working in a dynamic team, your responsibilities will include
Monitor customer account details for non-payments, delayed payments, and other irregularities.