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Lovely Office Environment | Small, Friendly Team | No Commuting Hassles
Are you an experienced Financial Administrator with Intelligent Office experience looking for a stable, long-term role in a lovely, friendly setting? We’re working with a well-regarded wealth management firm just outside Guildford, offering a career opportunity that combines interesting work, a supportive team, and great work-life balance.
Here at Financial Divisions, we’ve built a fantastic relationship with this client, and we’ve had the pleasure of visiting their beautiful office and meeting the team. With just 12 people, this close-knit team is full of lovely, welcoming professionals who are passionate about their clients and value working together in a positive, collaborative environment. This is a great opportunity for someone who’s looking for a fulfilling career, enjoys steady, meaningful work, and isn’t looking for the pressures of constant career progression.
Role Overview
As a Financial Administrator in this role, you’ll be the backbone of the team, ensuring the smooth running of the administration for high-net-worth clients. You’ll be responsible for handling all the critical day-to-day operations that keep the business running smoothly, so attention to detail and organisational skills are key.
You’ll be using Intelligent Office on a daily basis to manage client records, process financial transactions, and liaise with the financial planners. The clients are interesting, quirky, and diverse, which will keep your work engaging and varied.
Key Duties:
- Client Records Management: Maintain accurate and up-to-date client files on Intelligent Office, ensuring all information is compliant and organised.
- Portfolio Support: Assist in managing client portfolios by processing and updating transactions, reviewing reports, and liaising with clients as needed.
- Document Management: Handle the preparation and submission of financial documentation for clients, ensuring all forms, reports, and correspondence are correct and timely.
- Client Liaison: Provide general administrative support to the financial planners, including preparing meeting agendas, taking notes, and following up on actions.
- Regulatory Compliance: Assist in ensuring that all activities comply with industry regulations and internal company policies.
- General Administration: Provide day-to-day support to the team, including managing communications, scheduling appointments, and overseeing administrative processes for client meetings.
Why You’ll Love This Role:
- Great Location: Based just outside Guildford, you’ll avoid the daily stress of long commutes into London. The office is in a tranquil, beautiful area, offering a peaceful environment for focused work.
- Fantastic Team: With only 12 people in the office, you’ll be working in a close-knit, collaborative team, where everyone knows each other and values working together.
- Interesting Clientele: The clients are quirky and interesting, which means your work won’t be monotonous. You’ll have the chance to support a diverse group of high-net-worth individuals, each with their own unique needs and financial goals.
- Competitive Salary: Offering a salary of up to £38k, this is a great opportunity for experienced professionals looking for a solid, rewarding career.
- Work-Life Balance: With no long commute, and a friendly, supportive office culture, you’ll enjoy better work-life balance and the chance to really settle into a long-term role.
- Job Stability: This firm is looking for someone who is happy in their role for the long term—perfect for someone who wants to develop expertise without the constant pressure to progress.
About You:
You’ll need to have experience as a Financial Administrator within a wealth management or financial services environment and be comfortable using Intelligent Office to manage client information and support financial advisers. You’ll also need to be proactive, organised, and able to handle multiple tasks efficiently.
If you're someone who values job stability, enjoys working with a small, friendly team, and is excited about joining a firm that offers interesting work with no long commute, then this could be the ideal role for you.
Ready to join this lovely team in Surrey? Apply now, and let us help you take the next step in your career. At Financial Divisions, we’ve helped connect candidates with this fantastic client for years, and we’d love to introduce you to them. To apply or have a chat, contact Laura McKendry
