financial services jobs in Guildford

About Intellias Intellias is a European-founded AI, Data and Software Development company with global delivery capability across Europe, India and Latin America. For more than 20 years, we've empowered our customers to embrace innovation at scale and contributed to the success of the world's leading brands. The company is featured in the Inc 5,000 Europe and IAOP Global Outsourcing...

Chief Financial Officer Recruiting within the GU & KTpostcodes. What's the opportunity? If you're a top quality Chief Financial Officer / Finance Director who's frustrated and fed up with the confines of a normal corporate life and you're looking for something different, or you're an independent CFO who's already made the break from corporate life, or a working or returning CFO parent who...

Chief Financial Officer Recruiting within the GU & KTpostcodes. What's the opportunity? If you're a top quality Chief Financial Officer / Finance Director who's frustrated and fed up with the confines of a normal corporate life and you're looking for something different, or you're an independent CFO who's already made the break from corporate life, or a working or returning CFO parent who...

Financial Services Administrator (Pensions / Investments) Guildford £35,000 - £40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holidayAre you an administrator, and experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator, where you will be in...

You will be joining a professional team where career development and progression are genuinely encouraged.

You will support the end to end ordering and fulfilment process by managing suppliers, co-ordinating orders and ensuring accurate administration across our internal order processing systems, email and telephone channels.

You will act as a key liaison between Sales, suppliers and customers ensuring that orders and projects are executed smoothly, accurately and on time.

We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent...

You must hold a full UK Driving License and have access to a car due to the location of the office. Benefits: Free ParkingCompany PensionGroup Life InsuranceCompetitive salary of £36,000 - £42,000 Key Responsibilities:Manage administrative tasks including anti-money laundering (AML) documentation, account applications, transfers, and policy changes.

You will have some experience of the financial services industry and will ensure you’re able to offer an expert, personalised service for our customers’ life ahead.

You will receive quality referrals thanks to the close relationship with branch colleagues and head office in Skipton.

A financial planning firm in Guildford seeks a motivated and detail-oriented individual to support its Financial Planning team. The ideal candidate will manage client information and assist Financial Planners in providing excellent service. Applicants should have 1-4 years of experience in Financial Planning Support or customer service roles and possess strong communication skills and attention...

Company Description For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and...

You will be a self‐motivated, driven, and trusted professional who's keen to improve processes.

You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead...

You will be computer literate with exceptional attention to detail.

You will be highly self-motivated and a natural self-starter

You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service. So, if you are an experienced administrator or someone who is looking to start a career in financial services this could be the role for you!

You will be assigned your own bank of clients while working closely with the advisers.

Due to our continued success, we require an additional two Senior Administrators to join our Investment team. The role will be based at our Head Office in Godalming working within the Wealth Management side of the business. Therefore, you must have proven experience within this sector including a full understanding of the different products relating to pensions, investments, life assurance and...

About the Role: We’re seeking an experienced Business Development Executive to promote leading-edge printing and document management systems. You’ll help businesses transform how they print while building a rewarding revenue stream for yourself. Perks & Benefits: - Earn 75% on every sale, plus 50% profit share on all recurring service contracts. - Total flexibility—set your hours and work...

We're looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients, and ensuring processes run smoothly. You'll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a supportive and inclusive environment. Key...

Description : This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...