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Role: Salesforce CPQ Administrator (Financial Services). TechOhana have partnered with a boutique, but growing Financial Services business that are looking to bring in a Salesforce CPQ Admin to prepare for a maintenance project, post go live.

What youll be doing: Owning and improving provider relationships becoming the go-to contact Managing and organising client documentation and digital files (Zoho CRM& WorkDrive) Supporting advisers and paraplanners by preparing files, chasing third parties, and reducing admin bottlenecks Ensuring

Previous experience as a financial planning administrator - ideally in high-net-worth or boutique IFA settings. We’re now looking for an experienced, detail-oriented Senior IFA Administrator to join our small and dynamic team.

Role: Salesforce CPQ Administrator (Financial Services). TechOhana have partnered with a boutique, but growing Financial Services business that are looking to bring in a Salesforce CPQ Admin to prepare for a maintenance project, post go live.

Level 3 Certificate in Financial Services.

We are looking for a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join our Sevenoaks team. Support the Financial Advisers in preparing and presenting client financial plans, including completing illustrations and applications for new b...

Previous experience as a financial planning administrator - ideally in high-net-worth or boutique IFA settings. We’re now looking for an experienced, detail-oriented Senior IFA Administrator to join our small and dynamic team.

What You’ll Actually Do (aka the bits you already smash) Handle onboarding docs and LOAs with your eyes closed Keep client records spotless and up to date in Intelligent Office (IO) Chase providers like a pro (without sounding like one) Support paraplanners and advisers so they can do their best ...

Experience of working in financial services is essential, together with excellent administration, communication and organisational skills, strong attention to detail and a good understanding of financial planning administration processes ideally gained within an IFA firm. Financial Services Admin...

Role: Salesforce CPQ Administrator (Financial Services). TechOhana have partnered with a boutique, but growing Financial Services business that are looking to bring in a Salesforce CPQ Admin to prepare for a maintenance project, post go live.