Case Manager - Wealth Management

A rare opportunity exists for an experienced administrator with demonstrable experience in financial services (preferably an IFA Firm) to join one of the UK’s most respected and successful national firms.

Working from their Head Office in South Tyneside, you will join an established and efficient administrative team, orchestrating and expediting the financial documentation process and liaising with lenders, product providers, solicitors and clients to ensure customer satisfaction, KPI success and bottom line growth.

We are keen to receive applications from any administrators, paraplanners or case managers who are looking for a new home within financial services.

On offer is a competitive salary, company pension scheme, excellent working environment and the opportunity to grow within the business.