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Administrator (Financial Planning)

Ernest Gordon Recruitment Limited
Posted 2 days ago, valid for 18 days
Location

Guildford, Surrey GU1 3HW, England

Salary

£25,000 - £35,000 per year

Contract type

Full Time

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Sonic Summary

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  • An esteemed financial planning company in Guildford is seeking an Administrator with a salary range of £25,000 to £35,000.
  • The role offers career progression, company training, flexible holidays, and a good work-life balance.
  • Candidates should possess administration experience or a similar background and have a professional and confident attitude.
  • Responsibilities include organizing meetings, maintaining records, and assisting clients and the team with queries.
  • The ideal candidate should be organized with a keen eye for detail and be local to Guildford.

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 team

The Person:

  • Administration experience or similar
  • Organized and a keen eye for detail
  • Local to Guilford

Keywords: 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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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.