Business and Digital Support Specialist

4 weeks ago


Banbury, Oxfordshire, United Kingdom Swann Financial Full time

As a key member of the Swann Financial Practice support team, you will play a vital role in providing exceptional support to our Directors and Wealth Advisers.

Key responsibilities include:

  • Preparing comprehensive meeting support packs for Director's and Adviser's client meetings
  • Providing administrative support to the Practice, ensuring efficient day-to-day business processing
  • Utilizing Microsoft Office skills, including Word, PowerPoint, Excel, and Outlook, to support business operations
  • Experienced in client management systems, such as Salesforce, to drive business growth

We are seeking an individual with a strong background in office administration, ideally with at least one year's experience, to join our dynamic team.



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