Average Office Administrator salary in Cobham, Surrey

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.

Financial Planning Administrator Boutique IFA Firm - supporting 3 AdvisersCobham/Leatherhead (Surrey)£30k - £40k basic salary + benefits packageHybrid working after onboarding and trainingMy client is an boutique wealth planning firm with its main office in Cobham (Surrey). They have been operating for many years and I have recruited for them across all levels and seen them grow their business over that time. They operate on a whole of market basis across: pensions, investments, tax planning, protections etc with HNW city professional, retirees, families and some corporate cases. They have grown the trust of their clients over many years and grown organically via recommendation and referral. Most of their clients are based locally but they do have some further afield. They additionally have a Mortgage Broker who deal with transactional advice but will pass on leads to the Financial Planners.The MD is creating a role for a Financial Administrator, ideally a career administrator who doesn't aspire to be a Paraplanner or Adviser. You will be working in a very dynamic and forward-thinking team. You will be supporting 3 Advisers on a full suite of financial advice. Duties will include: preparing meeting packs for meetings, actioning any notes from meetings, drafting LOA's and LOV's, speaking to providers, database management, AML checks, processing new business, ongoing servicing amongst other duties. Knowledge of Intelligent Office would be very helpful.My client are looking to offer circa £30k - £40k basic salary. You will get 23 days holiday, your birthday off work and a full benefits package. There is parking a short walk away from the offices. Once you are up and running in the role then you can work from home a few days a week. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.To learn more about the role please get in touch with a CV.

Customer Service & Administration Monday - Friday7:30am - 5pm office based-Cobham, Surrey Job specification: Answering phones and managing client requests.Administration relating to on-going client projects.Managing schedules, planning, and prioritising.Compiling spreadsheets to record different data sets and records.Assisting with online marketing and social media updates.Adding invoices to the system.Adding and logging paperwork to the internal software system. Person specification: Due to location, must have own transportGood organisation skillsConfident, polite, and professional telephone mannerExcellent knowledge of Word and ExcelProactive attitudeFast learner25 days holiday Plus Bank HolidayFree parkingPensionOpportunities for career progressionFun team, and lovely offices If your application is successful, you will be contact shortly. The job title and description in this advertisement may differ from the client's official job description/contract .We appreciate your interest in this role. E-Personnel Recruitment aims to acknowledge all applications, but due to the high volume of CVs we receive, this may not always be feasible. You can apply with the utmost confidence to E-Personnel Recruitment directly, experts in both Permanent and Temporary Recruitment, and a proud member of the Recruitment & Employment Confederation (REC), the professional body for the recruitment industry. In the meantime, feel free to explore similar job opportunities on our website: e-personnelrecruitment.co.uk