Platform Administrator

This role provides essential administrative support to Advisers, the Managing Director and the wider team. You'll help keep client records accurate, ensure meeting notes are completed, and play a key part in the smooth running of the client review process. It's a great opportunity for someone organised, detail-driven and looking to build a career within financial services., * Prepare and update client meeting notes via SOFI AI and produce review letters.

• Maintain CRM/Salesforce records and ensure all client information is accurate.
• Support Advisers with admin tasks, workflow management and documentation.
• General office duties including scanning, filing, printing, post handling and occasional phone cover.
• Chase outstanding information and assist the team with day-to-day support tasks., Thrive Group are delighted to be working with our established Wiltshire based financial services client who actively seek an Administrator. What you will be doing: Supporting the team, you will be tasked with a range of administrative duties to include; - Opening and..., Location: BA14 8JN, Trowbridge, Wiltshire, Wiltshire, South West, UKAre you passionate about protecting public health and ensuring compliance with trading standards? Join our Public Protection Service and make a real difference to the community.About the RoleAs an..., Your new company Westbury based business Your new role Location: Westbury, WiltshireHours: 6:30am-3:30pm, Monday to Friday (½ hour unpaid lunch)Are you highly organised, proactive and ready to take ownership of two essential operational functions? We're looking for a..., Role: Due to the forthcoming retirement of the current jobholder, the Bradford on Avon Holy Trinity, Westwood and Wingfield parishes are seeking an Administrator to manage their Benefice office located in Bradford on Avon. This interesting and varied role has the following..., Introduction We are seeking an organised and proactive HR Officer (job share contract for Wednesday's each week) to provide comprehensive administrative support across all areas of the employee lifecycle. This role will act as a first point of contact for colleagues,..., We are seeking a UK-based Company Officer to assist with the completion of a UK bank account setup and to help maintain ongoing corporate compliance. This is a part-time, non-operational position requiring very limited time commitment. The initial setup may take around 1-2..., Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: - In this key role you will managing the busy support..., Location: BA14 8HD, Trowbridge, Wiltshire, Wiltshire, South West, UKThrive Group are delighted to be working with our established Wiltshire based financial services client who actively seek an Administrator. What you will be doing:Supporting the team, you will be tasked..., Thrive Group are delighted to be working with our client in Cheltenham, who are actively seeking to engage an Administration Assistant. In this key role you will assist with the smooth day-to-day running of the office. What you will be doing : Providing high-quality... © 2025, Jobsora.com

• Highly organised with strong attention to detail.
• Excellent communication skills and a professional, friendly manner.
• Confident using Microsoft Office (Word, Excel, Outlook, Teams).
• Able to manage your workload independently and work well within a small team.
• Financial services experience helpful but not essential - full training provided.

• Early finish every Friday.
• 25 days holiday + bank holidays (option to buy/sell).
• Company pension scheme.
• Birthday gifts, Christmas vouchers and regular social events.
• Supportive environment with scope to grow and develop.

If you're looking for a stable, welcoming workplace with great long-term prospects, apply today or reach out for a confidential chat. Similar jobs, £24,000

Wiltshire College & University Centrehave an exciting opportunity for aManagement Information Systems (MIS) Business Administratortojoin our team. Job Type: Permanent, Full Time 37 hours per week,52 weeks per year About Us: Wiltshire College & University Centre plays a..., Database Administrator - RAF Brize Norton - £27.50ph via Umbrella (some flex) - 37.5 hour week - Initial Contract until September 2027 - Full-time, on-site at RAF Brize Norton - SC Clearance eligibility required - Support the A400M maintenance programme and ensure critical...

A highly reputable and people-focused wealth management firm in Swindon is looking for a proactive Office Administrator / Support to join their friendly team. The company is well established, client-centred and offers a supportive, stable working environment with excellent long-term opportunities., Everlife (Wiltshire) are a domiciliary care provider working in Trowbridge, Bradford-on-Avon, Melksham, Westbury, Warminster and surrounding villages.We are looking for caring individuals who have a passion for providing high quality care to individuals in their own homes...., Since 2017, Harmony Fire has become the 72nd fastest-growing company in Europe, but we're aiming even higher. It is our mission to continue that growth with the knowledge that the more we grow the greater the impact we can have, this means reaching more people, increasing..., Who are we? Crystal Care Collection are focused on making our care homes not just luxury places for our residents to live, but also wonderful places for our team members to work. Because we believe that our residents deserve the very best care we can offer, we are..., Wiltshire College & University Centre have a great opportunity for an Apprenticeship Onboarding Administrator tojoin our team. Location: Trowbridge, Wiltshire Salary: £9,863 rising to £10,070 per annum (Full time equivalent £24,331 - £24,841 per annum) (Professional...