New Business Admin – Finance Services & Client Onboarding

Company: Castlegate Financial Management
Apply for the New Business Admin – Finance Services & Client Onboarding
Location: Grantham
Job Description:

Castlegate Financial Management is seeking a New Business Admin. You will be a detail-oriented and proactive New Business Administrator to support the existing administration team with Castlegate’s advice and research process.

You will ensure accurate, compliant, and timely submission of new business applications and client documentation across our financial services offerings, and assist with researching existing client policies and general administration tasks in line with Castlegate’s client

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Posted: July 16th, 2026