Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
We are on the hunt for a meticulous General Administrator to join a dynamic Central Services team.
This pivotal role involves managing and processing data, crafting clear reports, and maintaining dashboards to support business decision-making and operational efficiency.
Responsibilities
Compile Data: Gather information from various sources to support the business.
Here at Stonewater, we are now seeking a Homes Service Administrator - someone to provide effective administrative support to the Homes directorate.
You'll be accurately processing invoices and payments, ensuring they are coded to the correct cost amount, and liaising with Finance and other departments as necessary, so payments are made within agreed contractual timescales.
You'll become part of a cross-functional team, pulling together all expertise to provide an agile approach to the delivery of Homes support service.