Client Administrator

**Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

Immediate start - Working in a well-established company **About Our Client**: Financial services company in Guiilford - To provide full administrative support tothe team - Providing excellent telephone customer service - Onboarding of clientson to our systemsincluding carrying out AML checks - To maintain clientsdata including addresses on CCH, databases...

Part-Time Client Services Administrator Central Guildford Permanent £28,000 - £30,000 (Pro Rata) 25 hours per week (Flexible schedule Interviews taking place ASAP! An award-winning financial services company in the heart of Guildford is looking for a talented Client Services Administrator to join their team! This is a fantastic opportunity...

**Company Benefits**: - 25 days holiday and long service accrual - Private medical insurance - Employee assistance programme - Access to corporate gym membership rates - Eye care - Wellness initiatives - Holiday purchase schemes - Bonus scheme - Pension scheme - Income protection insurance **Key Responsibilities**: - Develop solutions to ensure an...

Part-Time Client Support & Finance Administrator Central Guildford Permanent £28,000 - £30,000 (Pro Rata) Hours: 25 hours per week (flexible hours) Interviews: ASAP Are you a highly organised and detail-oriented individual with a passion for customer service? Then this could be the perfect opportunity for you! Our client, an award...

Job Description The Role Asset Management IFA Client Services/ Client Administrator/ Retail Client Operations – Surrey based (1-year’s Operations experience) Martis Search are representing a Surrey based Asset Management company to hire a permanent “Asset Management IFA Client Services/ Client Administrator/ Retail Client Operations.” ...

Our client is looking for dynamic Administrator to join their close-knit team in Guilford. The ideal Administrator will be a diligent and proactive individual who will also act as front of house office. As the Administrator you will be in charge of the day to day running of the office providing support to staff and assisting clients. Key Responsibilities: ...

An exciting opportunity has arisen for someone to join our client’s team on a full-time basis as an Administrator. Looking after the service and retention of the company’s client bank, this role is integral to the success of the team. There is also added scope for future progression to Account Manager for the right candidate. This is a...

The RoleAsset Management IFA Client Services/ Client Administrator/ Retail Client Operations – Surrey based (1-year’s Operations experience)Martis Search are representing a Surrey based Asset Management company to hire a permanent “Asset Management IFA Client Services/ Client Administrator/ Retail Client Operations.”In-our-opinion, they are one of...

Our client is looking for dynamic Administrator to join their close-knit team in Guilford. The ideal Administrator will be a diligent and proactive individual who will also act as front of house office. As the Administrator you will be in charge of the day to day running of the office providing support to staff and assisting clients.Key Responsibilities: *...

Our client based in Guildford are looking for a temporary administrator for the next 3 months with a view to extend. **Duties**: - Printing and filing documents and information - Sending out information packs to customers - Work closely with other teams in the business - Updating the system with relevant information **Experience**: - Administration...

Office basedMonday - FridayAs a member of the pension administration team, you will handle all aspects of pension scheme administration throughout the entire member lifecycle. You'll collaborate with the pod consultant as needed, preparing reports, creating illustrations, and delivering a high level of client-focused service.Set up pension schemes and manage...

New Operations Administrator role in Guildford - Competitive salary and benefits **About Our Client**: A new opportunity for an experienced Operations Administrator to join a successful business based in Guildford. - Sales orders administration - Purchase orders administration - Client liaison for coordination of deliveries and engineering services. -...

SENIOR ADMINISTRATOR £25,000 - £30,000 GUILDFORD - HYBRID WORKING - 3 DAYS IN THE OFFICE AND 2 DAYS FROM HOME We are currently working with a growing software business based in Guildford who due to expansion are looking for a Senior Administrator to provide support the client success team. The role is a pivotal role to ensure the smooth day to...

Our client in Guildford is seeking a skilled Administrator to join their operations team. This role is essential to supporting the team's smooth operation, with a primary focus on managing contracts and documentation. This position will be for 3 months. Key Responsibilities: Process Contracts and Documentation: Efficiently handle a high volume of...

Our client in Guildford is seeking a skilled Administrator to join their operations team. This role is essential to supporting the team's smooth operation, with a primary focus on managing contracts and documentation. This position will be for 3 months.Key Responsibilities:Process Contracts and Documentation: Efficiently handle a high volume of contracts and...

Administrator Assistant and Administrator roles available! Office based 37.5 hours per week Monday - Friday Salary: £25k - 35k (dependant on experience) As a member of the pension administration team, you will handle all aspects of pension scheme administration throughout the entire member lifecycle. You'll collaborate with the pod consultant as...

**County**: Surrey **Town/City**: Guildford **Sector**: Administration and Accounts, Car Dealership **Salary**: £31000 per annum **Job ref**: 128646 **Automotive Car Sales Administrator Required in the Guildford, Surrey area** *** - Salary: Up to £31,000 per annum depending on performance - Hours: 40 hours per week 8am - 5pm We are currently working...

About the Role:  Office Angels is seeking a Client Financial Services Associate to support the smooth operation of tax compliance services in Central Guildford. The successful candidate will provide exceptional customer service, onboarding clients, performing AML checks, maintaining client data, handling daily post, and managing online accounts with tax...

**IFA Administrator / Wealth Planning Administrator** **Location: Guildford** **Salary: £30,000 - £35,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years? If...