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As a Remote Data Administrator, you’ll play an important role in maintaining the firm’s data integrity and supporting advisers and operations through accurate data input, reporting, and system management. Your attention to detail and strong technical skills will help streamline processes, enhanc

Recruit UK is working on a brilliant opportunity for an IFA Administrator to join a national and successful Financial Planning firm. This role as an IFA Administrator will involve preparing LOA’s, client correspondence, meeting and greeting clients, preparing client application forms, arranging va

THE OPPORTUNITY: Lead RevOps Strategist & Platform Specialist, Data Center (remote role UK or Spain) Job Summary: Iron Mountain is seeking a highly experienced, proactive, and strategic Lead RevOps Strategist & Platform Specialist to join our IMDC Global Services team in the UK or Spain (remote role). The Lead RevOps Strategist & Platform Specialist will serve as the pivotal link between our business strategy and the technical execution of our end-to-end Revenue Operations (RevOps) platform. This role is far more than a traditional Business Analyst (BA); it is a "super BA" responsible for the functional design and continuous, strategic evolution of our Salesforce-based RevOps ecosystem, spanning Lead-to-Cash. This role operates under the direction of the Platform Architect and requires a proactive leader who can strategically identify, design, and implement process, automation, and AI solutions to significantly reduce manual input and errors across the organization. The ideal candidate will leverage their deep expertise in business process optimization and the Salesforce platform within the context of complex financial and commercial operations, ideally within the data center or REIT industry. What You'll Do (Responsibilities) In this role, you will: • Architect Partnership & Strategic Translation: Work directly with the Platform Architect to translate the long-term platform strategy and technical roadmap into detailed, actionable functional requirements and user stories. Serve as the chief translator between holistic business needs across Sales, Finance, and Operations and platform capabilities, particularly for the interdependencies of the Lead-to-Cash process., • Process Optimization & Automation: Proactively identify inefficiencies, bottlenecks, and high-manual-input areas within current business processes. Design and champion future-state processes that leverage automation and AI to significantly reduce manual input and errors, driving efficiency, data integrity, and compliance across the organization., • Lead-to-Cash Expertise & Conga Specialization: Deeply understand, manage, and optimize the automation across the full revenue cycle, including Account & Contact Management, Opportunity Funnel, Quoting & Contracting, and ultimately Billing & Revenue. Become the primary functional expert for the Conga Quote-to-Cash suite (CPQ, CLM, Revenue, and Billing), designing and implementing complex pricing rules, contract automation workflows, and billing schedules within the Conga and Salesforce framework., • Requirements & Data Governance Ownership: Own the full requirements lifecycle, ensuring functional specifications align with the technical design and organizational objectives. Establish and enforce data governance policies and procedures to ensure the accuracy and reliability of all RevOps data for reporting and financial purposes. What You'll Bring (Skills & Qualifications): The ideal candidate will have: • Experience: 5+ years of experience in a senior Business Analyst, Solutions Specialist, or equivalent RevOps role, with a strong focus on Salesforce implementations., • Salesforce Expertise: Proven proficiency in Salesforce Sales Cloud, Service Cloud, or Platform, including advanced knowledge of declarative automation tools (Flow, Process Builder, and Workflow Rules). Salesforce Administrator Certification is required; Platform App Builder or Sales Cloud Consultant certifications are highly desired., • RevOps/CPQ Expertise: Hands-on, demonstrable experience with an enterprise Quote-to-Cash solution. Specific experience with the Conga suite (CPQ, CLM, and Revenue/Billing) is a significant advantage., • Industry Acumen: Experience or strong foundational understanding of data center operations, telecommunications, commercial real estate (REITs), or similar capital-intensive, recurring-revenue business models is highly preferred., • Key Soft Skills: Exceptional critical thinking and structured problem-solving skills, with the ability to define business problems and derive automation-centric solutions. Demonstrated experience working within an Agile/Scrum framework, including the ability to act as a Scrum Master or key contributor in sprint planning, backlog refinement, and delivery of platform enhancements. What We Offer (Benefits): • 100% remote role in the UK or Spain, • Competitive compensation and benefits aligned with the experience., • Comprehensive health, wellness, and retirement plans., • Opportunities for continuous learning and professional growth., • Flexible work options/alternative work options to support work-life balance. Ready to Make an Impact? If you are a proactive leader with deep expertise in Salesforce, Conga, and strategic process optimization who is ready to drive the next evolution of our Lead-to-Cash platform, we want to hear from you. Apply today to become our Lead RevOps Strategist & Platform Specialist! #LI-Remote

A financial services organization is seeking an Accounts Payable Administrator for a 12-month fixed-term contract based in Birmingham.The role involves ensuring timely invoice processing, minimizing overdue payments, and providing excellent service to stakeholders.Ideal applicants will have strong E

A leading university in the UK is seeking a Senior Administrator to support an EPSRC funded program tackling financial services challenges. The position offers a full-time contract, with a salary ranging from £29,647 to £31,460, with potential for progression.

A leading financial services firm is seeking an Accounts Payable Administrator in Birmingham.This role focuses on accurate invoice processing, managing supplier queries, and supporting team initiatives within the finance department.Ideal candidates will have over three years of experience in account

A leading financial services firm is seeking a Pensions Administrator to join their dynamic Client Services team in Birmingham.

A financial services partner firm based in Barnt Green is seeking a Senior Administrator to provide vital administrative support for client relationships and work closely with financial advisers.The role emphasizes high-quality service, using the Salesforce CRM, managing client interactions discrete

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Client Administrator – Investment Management.We’re seeking an ambitious individual to join our Investment Management

A leading wealth management firm in Birmingham is looking for a Client Administrator to deliver top-notch administrative support to the Investment Management team.You will forge strong client relationships and assist in various financial processes including account management and client inquiries.Th

You will ensure client records are maintained, assist in compliance, and facilitate effective communication with clients. A financial services company in Birmingham is seeking a Financial Administrator to provide administrative support to financial advisers.

A leading financial firm is seeking an Accounts Payable Administrator for a 12-month contract in Birmingham.

This role involves providing administrative support to Financial Planners, maintaining client relationships, and ensuring compliance with regulatory standards. A leading wealth management company in Birmingham is seeking an IFA Administrator. Candidates should have 2-5 years' experience supporting F

This is an excellent opportunity for an experienced IFA Administrator or Client Services professional to join a well-established and highly personable financial planning firm based in West Sussex. The business takes a genuinely holistic and relationship led approach to financial planning and is look

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast Belfast client. The Financial Administrator would be recruited to supplement their already established team. Our client has been in operation for a number of years and has a very good name

The IFA Administrator plays a key role in supporting Independent Financial Advisers by providing efficient administrative and client service support. Previous experience in financial services administration (IFA environment preferred).

Thrive Group are delighted to be working with our established Wiltshire based financial services client who are actively seeking an Administrator. Proven administrative experience gained within financial services is essential.

Are you an organised and proactive Administrator looking for your next challenge? My client, a well-established and highly regarded financial advisory firm, is seeking a confident and detail‑oriented professional to join their close‑knit team on a 6-month maternity cover contract starting mid-Ja

They now have an opportunity within their highly prestigious US Family Office team for a Financial Planning Administrator with 12‑18 months industry experience to join. This Financial Planning Administrator will be a key member of the Client Services team within the US team. They build investment

IFA Administrator / Financial Planning Administrator. Organising financial planning annual reviews with clients on behalf of the Financial Adviser. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annu

Financial Administrator • London, United Kingdom. Founded in 2002, this strong brand was built on a commitment to delivering personalised financial advice through a truly holistic approach. The company aims to exceed expectations by recognising that financial needs and circumstances naturally evol

A well-recognized financial advice group located in Castle Bromwich is seeking a Client Service Administrator to provide support for client inquiries and perform various administrative tasks. The ideal candidate will have experience in a financial planning firm and excellent communication skills.

Basic understanding of financial products and financial planning processes. Financial Services Administrator. Due to continued growth, the firm are seeking an experienced Financial Services Administrator to join the team.

FINANCIAL ADMINISTRATOR (PART-TIME) - LONDON. Financial Services experience would be beneficial.

Financial Services Administrator. Research a broad range of financial products across all financial sectors. My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced

A recruitment agency is seeking a Senior Administrator in Barnt Green to provide crucial support for client relationships and administration.

A leading Independent Financial Advice firm in Durham is looking for an IFA Administrator to join their friendly back-office support team. The ideal candidate will have over 3 years of financial planning administration experience and experience with Intelligent Office (IO). This role involves suppor

A financial services firm in Birmingham seeks an experienced Financial Services Administrator.

You’ll need to bring at least 2 years of financial administration experience within a wealth planning or financial advice business. Octopus Money brings together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence. If

You’ll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a supportive and inclusive environment. Prepare pre-meeting packs for new clients to support Financial Planners. Collaborate with Financial Planners to create client engagement l

A financial planning firm in Lancashire is seeking a Financial Services Administrator to provide essential administrative support.

A global financial services firm in Greater London seeks a Financial Services Administrator to provide vital support to financial advisors and clients. The ideal candidate should have at least 2 years of experience in financial services, exceptional organizational skills, and proficiency in Microsof

We are looking for an experienced Financial Services Administrator to join our Client Relationship team. Must have excellent understanding of the financial planning process. Proven experience in an IFA Financial Services Administration Role.

An established financial recruitment consultancy is seeking a Financial Administrator to provide support for Advisers in a hybrid role. Ideal candidates will have excellent communication skills, report writing experience, and a strong understanding of financial products, including Life, pension, and

Client Associate / Administrator. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. Previous experience within a Financial Services environment.

Financial Administrator - London. Our client is looking for a Financial Administrator to join this established St. Preparing technical analysis for client meetings using Excel / Voyant / Financial Express and creating and updating bespoke ‘Asset Allocation’ reports.

The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard

A successful Financial Services Accounts Administrator should have:. Known for their commitment to excellence, they specialise in providing tailored financial services to their clients and fostering a professional work environment. Prepare and review financial reports.

Fram is working with a boutique financial planning firm in London that provides bespoke advice to a loyal client base of senior finance professionals, including hedge fund managers and private investors. The firm is looking to engage with an experienced IFA Administrator to support two advisers acro

A financial planning firm based in the UK is seeking an IFA Administrator to join their team.

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A Japanese company in the UK is looking for a Financial Administrator who speaks Japanese for a hybrid role in Hertfordshire.

At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham, many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain. This means that our clients in Grantham not

A global financial services firm is seeking a CRM Administrator to enhance and manage their internal CRM platform.

The Financial Admin and Operational Support role is a key senior position responsible for providing efficient and effective support to the business, undertaking a wide range of financial and production related administration, shipping coordination, reporting, purchasing and general support to the Op

The Financial Admin and Operational Support role is a key senior position responsible for providing efficient and effective support to the business, undertaking a wide range of financial and production related administration, shipping coordination, reporting, purchasing and general support to the Op

Established in the early stages of 2019, Rosart has experienced significant organic growth, prompting the need for an additional financial administrator to effectively manage the increasing client portfolio. Join us in providing holistic financial planning solutions that make a difference in the liv