This is an excellent opportunity for a Customer Service Administrator to join a business consulting and services business in Jarrow.
In this role, you will be supporting clients throughout the process from initial customer onboarding to certification.
You will be able to consistently follow procedures to ensure that each stage of the client's interaction is documented and that they continued to be moved through the process as smoothly and as efficiently as possible.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
This financial planning arm of a major accountancy practice is currently seeking a paraplanner to join its team in Newcastle.
Working as a paraplanner you will work very closely with the Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.