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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.

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...