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.
As a Business Services Officer you will contribute to the effective and efficient management and progression of cases, providing administrative support.
We are currently recruiting for a Business Services Officer upto October 2025
The Certification Administrator position sits within the hub of this organisation.
The main responsibility will be to process a high volume of orders through the system, to ensure learners are registered and receive their qualification certificates.
This role will suit you if you're methodical, have excellent attention to detail, and enjoy process-driven tasks.