The CRM System Support Analyst will maintain the CRM system, provide user support, manage data feeds, and support operational integrations.

The Credit Controller is responsible for managing receivables, optimizing cash flow, and ensuring financial stability through client engagement and effective processes.

Provide administrative support for client relationship management within financial services, including client communication, documentation, and meeting preparation.

The Client Relations Administrator will manage client transactions, oversee queries, maintain records, and support compliance in a wealth management setting.

Manage and administer client portfolios in financial services, supporting financial consultants and ensuring high service levels and compliance.

The Consultant Coordinator supports consultants, ensuring operations align with sales strategies, maintaining data accuracy, and facilitating communication across teams.

The Digital Media Manager will lead the planning, execution, and optimisation of paid digital campaigns, ensuring alignment with brand guidelines and performance goals while managing the Digital Marketing Executive.

Lead automated workflows and email campaigns using HubSpot to enhance client relationships and support marketing objectives.

Support the planning and execution of events, managing logistics, client communications, and administrative tasks to ensure smooth operations.

The Events Coordinator will plan, execute, and evaluate events, manage logistics, budgets, and collaborate with internal teams to ensure successful events.

The Business Development Manager will drive new client acquisitions in the wealth management sector, build relationships with introducers and high-net-worth individuals, and represent the brand at events and seminars.

The Operations Coordinator will support consultancy teams in organizing, analyzing data, managing priorities, and improving processes for operational efficiency.