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Social network you want to login/join with: A true ‘digital disrupter’, this cutting-edge Insurtech is turning the claims landscape on its head; challenging the status quo and the previously accepted norms – and delivering fantastic customer outcomes as a result! This ‘Third Party Administrato...

Mortgage Administrator - Financial Services | Near Chipping Sodbury.

Investment Administrator – Remote – Competitive Salary Chase & Holland are excited to be working with a highly respected and growing financial services firm that specialises in providing independent discretionary management services. They are known for their commitment to delivering exceptional s...

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

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.

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.