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.
Working 7am -3pm & 2pm - 10pm shifts on a rota including weekends.
General
At Riverside we recruit to potential not just on skills and experience, so we encourage you to apply even if you don't meet all the essential criteria on the job description.
If you share our values and are excited about making a significant impact at Riverside, please ensure you attach a current CV and covering letter.
Monday to Sunday, mix of 7am - 3pm and 2pm -10pm shifts.
General
At Riverside we recruit to potential not just on skills and experience, so we encourage you to apply even if you don't meet all the essential criteria on the job description.
If you share our values and are excited about making a significant impact at Riverside, please ensure you attach a current CV and covering letter.
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