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Administrator (Financial Planning)

Job Posted: 2 hours ago

Salary: £ 25,000 - 35,000 / Annum
Job Type: Permanent
Location: Guildford, Surrey

Expire in: a month

Job Description

Administrator (Financial Planning)

Guildford

£25,000 to £35,000 + Career Progression + Company Training + Flexible Holidays + Good Work Life Balance

Are you and Administrator or similar, looking for a new role within financial and wealth management, with an esteemed and well-established business offering structured training, career development opportunities, flexible holidays, good work life balance and more?

Do you want to join growing practice, going from strength to strength in financial planning, looking to expand their team, championing their employees with career progression opportunities, and more great company benefits? 

On offer is a fantastic opportunity for an Administrator to join a well-established and distinguished company, providing financial support across a range of industries. With over 15 years of establishment, this practice is leading the way with their exceptional services and high end clients, taking pride in their employees by offering great benefits, company training, career progression, flexible holidays and more.

In this role you would be responsible for organizing meetings, maintaining records, assisting the team and helping clients with queries and concerns.

The ideal Administrator would have come from a similar background, with a professional and confident attitude looking to join a local well-established business.

The Role:

Organizing meetings, diaries and daily admin tasks
Engaging with high end clients over the phone, emails
Assisting the teamThe Person:

Administration experience or similar
Organized and a keen eye for detail
Local to GuilfordKeywords: Administrator, Admin, Financial Planning, Practice, Wealth Management, Guilford, Woking, Aldershot

Reference: 22613

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website

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Bank details.
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Looking for your next career move? Join a top company hiring Administrator (Financial Planning) job near me in Guildford, Surrey! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!