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P/ T Financial Planning Admin - 3 month contract

Location: North East, Tyne and Wear, Newcastle, UK
Salary: £7000 - £9000 pa
Job Type: Contract Add to Shortlist: P/ T Financial Planning Admin - 3 month contract

An opportunity has arisen for a Financial Planning Administrator to join an IFA practice based just North of Newcastle city centre on a part time basis, for a 3 month contract, which will have the potential to become permanent. Key duties will involve working alongside three other support staff jointly assisting a small team of IFAs in relation to all of their business processing and ... more about P/ T Financial Planning Admin - 3 month contract

Posted: 12-Mar-2010

Sales Support

Location: North East, Tyne and Wear, Newcastle upon Tyne, UK
Salary: £20000 - £20000 pa
Job Type: Permanent Add to Shortlist: Sales Support

Financial Planning arm of accountancy practice require an experienced sales support controller. Previous IFA experience essential and knowledge of first software a distinct advantage.Duties to include new business submission, valuations, attending client meetings for fact finding and note taking. Full CFP or progress towards is an essential requirement. Hillman Saunders Ltd is acting as an ... more about Sales Support

Posted: 02-Mar-2010

SME Account Handler

Location: North East, Tyne and Wear, Newcastle upon Tyne, UK
Salary: £12000 - £15000 pa
Job Type: Permanent Add to Shortlist: SME Account Handler

Our client, a highly respected and rapidly growing brokerage is looking to recruit an experienced Account Handler to manage a specific group of SME clients. They are looking for a bright and enthusiastic individual with the ability to build and maintain strong client relationships. Your daily tasks will be varied, liaising with various contacts to ensure any queries & requests are completed ... more about SME Account Handler

Posted: 28-Feb-2010

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