Financial administrator jobs in GodalmingCreate job alerts

We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established wealth management firm in Godalming. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. \n \n \n Alongside a competitive salary of up to £40k the benefits package is extensive, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review / increase, discretionary annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy allowing you to accrue hours and earn up to 1 extra day holiday per month, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. \n \n \n Duties include: \n \n\n • Provide administrative support to financial advisors\n, • Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc\n, • Support annual review processes, ensuring client records are up to date\n, • Liaise with product providers, ensuring all compliance requirements are met\n, • Maintain accurate client data within internal systems\n, • Support with client updates and communications\n, • Process new business applications, including checks to confirm documentation is accurate\n, • Process client requests including withdrawals, statements, change of information etc\n\n \n \n We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. \n \n \n For more information please apply now!

Client IFA Administrator An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded Independent Financial Advisory firm renowned for its professional, client-focused approach to wealth planning.The business combines the personal, close-knit culture of a bouti

Due to recent client wins a leading Pension Consultancy are looking for Senior Pension Administrator's to join their team. You will be responsible for the service provided to a portfolio of pension scheme clients that range in size. You will manage all day-to-day activities in relation to your portfolio, as well as supporting the team with their training and development needs. Key responsibilities will include; • Take responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements., • Process member events within deadlines., • Peer review and check work to ensure it is of a high standard and compliant with scheme rules and legislation., • Communicating with members, trustees and other third parties., • Provide support and share knowledge across the team., • Attend and present at both internal and external meetings (including Trustee and/or client meetings)., • Keep up to date with any changes impacting your portfolio or schemes., • Take responsibility for ad hoc projects. To apply for this role you must already be an experienced pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefit pension schemes as well as strong manual calculations experience This is an exciting opportunity to join an established company at its growth stage and really develop within the role. If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

Part-time Senior Team Administrator role in Woking, providing essential administrative support for children's residential services, including financial, HR, and health & safety tasks, to ensure compliance and organization.

Business Administrator £25,000 per annum Guildford Launch Your Career in Financial Services Are you looking for more than just a job? Do you want a role that offers genuine career progression, professional qualifications, and the opportunity to build a long-term career within a growing financial services business? We are seeking a motivated and enthusiastic Administrator to join our client's team. No previous experience is required. We're looking for someone with a positive attitude, excellent communication skills, and a desire to learn. This is an exciting entry-level opportunity where you will begin your journey as the face of the business, supporting our front-of-house and administration functions. As your knowledge and confidence grow, you will have the opportunity to take on increasingly responsible FCA administration duties, with full training and support provided throughout. Responsibilities: Initially Welcoming clients and visitors Managing incoming calls and emails Maintaining meeting rooms and reception areas Providing general administrative support Managing post and office supplies Assisting with scheduling and diary managementAs You Progress Supporting regulatory and FCA-related administration Assisting with compliance processes Preparing and maintaining client documentation Supporting advisers and senior team members Developing specialist knowledge within financial services Skills: No previous experience required Friendly, professional and approachable manner Strong organisational skills Excellent attention to detail Confident communication skills Eagerness to learn and develop Basic IT skills, including Microsoft Office If you're ambitious, motivated and excited by the prospect of developing a specialist career with unlimited growth potential, we'd love to hear from you. Apply today and take the first step towards a career with no limits on where it can lead

Up to £38,000 + quarterly bonus We’re working with a well-established financial Planning business in Godalming who are looking for an experienced Client Services Administrator to join their friendly, hardworking team. This is a great opportunity for someone with a strong background in financial services, wealth management or financial planning administration who enjoys client contact and providing a high level of service. You’ll provide dedicated administrative and client servicing support, working closely with senior advisers and the wider administration team. Responsibilities will include: Preparing new business and client review packs Preparing protection quotes Managing Letters of Authority and provider requests Producing year-end tax packs and Annual Service Reviews Recording and progressing new business Managing follow-up tasks and queries through iO Following up outstanding fees and commission Maintaining accurate and up-to-date client files Dealing with client enquiries and general administration About You We’re looking for someone with experience in financial services administration, ideally within financial planning, wealth management or an IFA environment. You’ll be: Highly organised with excellent attention to detail Confident and professional when dealing with clients Comfortable managing multiple priorities and deadlines Familiar with FCA-regulated environments and confidential client data A strong communicator and team player Intelliflo iO experience is highly desirable but not essential. What's on offer? Up to £38,000 salary Quarterly bonus based on company performance and individual KPIs 25 days annual leave + bank holidays Pension scheme Death in Service Income protection Friendly, close-knit team environment If you’re an experienced Financial Services Administrator looking for a client-focused role within a supportive team, we’d love to hear from you. #FinancialServices2026

Our client is a mid-size financial services firm which is a. Systems Administrators are responsible for the workstations and servers of our rapidly expanding trading operations. In addition to all systems work both on the desktops and in the data centres, Systems Administrators frequently interact w

Financial Planning Administrator – Farnham An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and rapidly growing financial planning business based in Farnham. The Role As a Financial Planning Administrator, you’ll play a

Japanese Speaking Financial Administrator - Requirements:. Japanese Speaking Financial Administrator - Responsibilities:. Submission of SAP related codes in Japanese, as requested by the Financial Controller.

If you're an IFA Administrator or Client Support professional looking to join a growing Financial Planning team and build a long-term career towards Paraplanning or Financial Planning, please apply today. Our client, an established and growing Financial Planning firm, is looking to appoint an Admini

Client Service Co-ordinator role supporting Wealth Managers with client care, administration, organization, and building client relationships.Key responsibilities include managing client interactions, scheduling meetings, preparing documents, and maintaining records.

Seeking a Japanese Speaking Financial Administrator to manage SAP entries, invoices, payments, reconciliations, and support financial analysis and audits.

Provide administrative and operational support to financial planners, manage client processes, and ensure compliance.

Financial Services AdministratorLocation: Market Harborough or Birmingham (Hybrid)Employment Type: Full-Time (with an early Friday finish!)Salary: Up to £30,000 depending on experienceWe are looking for an experienced Financial Services Administrator to join our Client Servicing team. At Radiant, y

Experienced Financial Services Administrator needed for a growing firm in Horsham.

Senior Financial Reporting AccountantSenior Financial Reporting Accountant to join a progressive and fast-growing insurance company with a significant base in Gibraltar. Senior Financial Reporting Accountant | Regulatory Reporting | Gibraltar | Insurance | IFRS | Modelling | Solvency II | Regulator

Key Skills & Experience Financial Accountant- Experience in preparing accounts, managing ledgers, and supporting month-end and year-end processes, ensuring accurate and timely financial reporting. Financial Analyst- Ability to interpret financial data, produce analysis and reports, and provide mean

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

Want a soul-sucking call centre job?.We’re not here to read scripts or tick boxes.We’re here to shake things up, to make energy better for our customers and the planet.That means real conversations, real problem-solving, and real impact.The best bunch of people you’ve ever worked with—curiou

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

Job title: Customer Service advisor.Location: AAR Tunbridge Wells, 3 Stag Road, Tunbridge Wells, TN2 3BQ.Due to company growth and expansion we’re looking for a Customer Service Advisor to be part of our success story.Listed in the 2022 Sunday Times 100: Britain’s fastest-growing private compani

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

Leading small and dynamic teams to provide expert financial, commercial and strategic advice to clients, both on transactions and financial strategy. EY Parthenon’s Infrastructure Advisory practice advises public and private sector clients on transactions and broader financial, strategic, and comm

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

At hyperexponential, we're building the AI-powered platform that enables the world's most critical decisions in a $7 trillion industry - which risks to take, and how to price them.These are the decisions that shape real-world outcomes: whether rockets successfully launch into space, autonomous vehic

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

Lokalise is seeking an experienced finance professional to own multi-entity month-end close, payroll costs, and balance sheet integrity across our global operations.You will act as the internal client for outsourced accounting, payroll, and EOR providers, ensuring accuracy and compliance while drivi

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

Represent Financial Accounting on cross-functional projects, providing subject matter expertise on complex accounting matters. A successful Senior Financial Accountant should have:. Proficiency in financial reporting and analysis.

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

Michael Page is seeking a Senior Financial Accountant to provide senior technical accounting expertise across statutory reporting, audit, compliance and internal controls.

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

Michael Page is seeking a qualified ACCA/ACA/CIMA accountant to lead the Group month-end close, drive process improvements, and oversee ERP upgrades and finance module implementations.You will reconcile balance sheet accounts, prepare statutory accounts, and act as the main contact for internal and

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

This is a hands‑on role with a strong focus on US GAAP accounting and financial reporting, including significant responsibility for quarterly and year-end reporting, multi‑entity accounting, and financial statement preparation. Manage accounting and financial reporting for multiple SPVs, project

Accounts Assistant Finance Administrator Payroll Assistant Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees.

A fast-growing consumer brand in London is seeking an Interim Senior Financial Accountant for a 6-month contract.

You’re the person people in a company turn to for financial clarity, and no one knows the data and systems better than you. You know how to take complex financial systems, simplify them and make them work cleanly at scale. You care deeply about operational excellence and you love thinking about ho

Professors (Assistant/Associate/Full) of Finance.Imperial Business School is seeking qualified applicants for faculty positions in its Finance Department at the rank of Assistant, Associate and Full Professor.Some of the initial screening will be conducted, via Zoom.You will contribute to the academ

We're looking for a Group Financial Accountant to support the delivery of accurate, timely and high-quality group reporting, statutory reporting and audit processes across Reiss. Qualified accountant (ACA or equivalent) with strong technical accounting knowledge and experience in financial reporting

True Green Capital Management LLC is seeking a Senior Financial Accountant in London, UK or Westport, CT to support US GAAP reporting across UK, European and US entities.

The Senior Financial Accountant is the Group's technical accounting lead. As the operating model matures, the Global Process Owners for AP, Order-to-Cash and Vendor Settlements will report into this role — making it a leadership seat for the Group's financial accounting engine. Financial accountin

Reiss Limited is seeking a Group Financial Accountant to drive accurate group reporting and statutory deliverables across the business.

Lokalise is a fully remote company seeking a Finance professional to own month-end close and balance sheet integrity across global entities, coordinating with external accounting, payroll, and EOR providers.You will drive process improvements, implement risk-based controls, and support audits, while