Average Financial Administrator salary in Guildford

Financial Services Administrator - Wealth Management Salary: £22,000 - £30,000 In office work (5 days a week) A well-established and reputable wealth management firm is looking for an experienced Financial Services Administrator to join their team. Requirements: Minimum of two years’ experience working within a wealth management firm (essential)Strong organisational and administrative skillsAbility to manage client queries and support financial planners effectively This is an excellent opportunity to join a professional and highly regarded firm that values expertise and efficiency.

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner, you will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, pension, Tax and Protection planning. The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Sales Support Administrator (Financial Services) Location : Godalming Salary : £25,000 - £32,000 My client who are based in Godalming are looking for someone to join their team. My client are within the Financial Services Industry and are keen to recruit someone who has an interest in Financial Services. My client are seeking candidates who can work in a fast paced environment and has got the confidence to build relationships over the phone. Daily Duties Managing applications, handling correspondence, and ensuring seamless communication with clients and advisers. Maintaining accurate records of sales activities, customer interactions, and applications in progress. Liaising with other departments to ensure timely delivery of products and services. Responding to client and adviser enquiries via phone and email, ensuring exceptional service. Processing and checking application documents, supporting the onboarding of new clients. Assisting with external due diligence and compliance reports/requests. Helping clients and advisers access our Online Portal. Building technical knowledge of the pensions and financial services industry. Speaking with clients and advisers about our products, services, and fees. Producing professional illustration reports for advisers. Experience Required Experience in administration (preferably in a sales environment, but not essential). Strong proficiency in Microsoft Office (Word, Excel, PowerPoint). Excellent verbal and written communication skills with great attention to detail. A proactive, problem-solving mindset someone who takes initiative. The ability to multitask and prioritise workload effectively in a fast-paced environment. A professional and confident telephone manner. A team player attitude with a willingness to learn and develop. Benefits Flex-time Private healthcare Company pension scheme Regular company events to celebrate success Support for industry-recognised qualifications