planning administrator jobs in Guildford

You will be working for a modern, forward thinking business; that believes the strengths, skills and personalities of their people are the key to the groups success. This is a full time, permanent role for which you will receive a highly competitive salary of up to £60K. For your chance of securing this role please apply online now!

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.

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...

IFA Administrator / Wealth Planning AdministratorGuildfordUp to £35,000 a yearHybrid working optionsFree on site parkingLooking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?About the Company:Our client is a well-respected, wealth planning company with a strong reputation for delivering exceptional...

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.

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...

Expleo is a leading Global Engineering Services Provider with UK presence in 10 locations. We are seeking an AIT Engineering Planner who is responsible for supporting the planning, scheduling, and resource management of work across teams, functional areas, and projects. This role combines technical administration, resource planning, and project coordination to ensure efficient delivery of project...

Principal Strategic Infrastructure Officer - Planning Policy Join to apply for the Principal Strategic Infrastructure Officer - Planning Policy role at Guildford Borough Council Guildford Borough Council provided pay range This range is provided by Guildford Borough Council. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range An...

You will act as a course tutor, managing student attendance and providing academic support to promote successful progression. A key part of the role involves contributing to the development and continuous improvement of curriculum content that reflects current industry needs.

You will also support student recruitment and represent the institution at promotional events.

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 will work closely with colleagues across our scheduling, training, standardisation and marking teams, helping to forecast demand, manage risk and support a positive experience for every associate working with AQA.

You will thrive in this role if you enjoy working collaboratively, managing detail and seeing complex activity through from start to finish.

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...

# Business Support Administrator - Surrey## Job IntroductionAs a **Business Support Administrator,** you will be part of our valued team within our Surrey Child and Family Health Services, with access to:The **Business Support Administrator** will provide an excellent customer experience for patients and professionals contacting the Single Point of Access (SPA) by telephone, by email and by post,...

You will manage a caseload of mainly Administrations and Liquidations from inception through to closure. Reporting directly to a Manager and working closely with one of the IPs, typical duties will include:

DescriptionSupporting documentsEmployerLocation Post: ECHP Administrator School: Gosden House School, Bramley, Surrey Start date: January 2026 Salary: SPS4 £25,052 - £26,825 (FTE) £11,973 - £12,821 (Actual) Contract:Part-time, Term-time only (39 weeks), 20 hours per week over 3/4 days, must include Friday. Closing date: Monday 1st December 2025,...

Senior IFA Administrator – £36,000 - £42,000 depending on experience – Guildford The Role Are you an experienced IFA Administrator who thrives in a busy, detail-focused environment? Do you enjoy being the reliable support that helps financial planners deliver high-quality advice? Price Ferguson Ltd is a well-established financial planning practice based in Guildford. Due to continued growth,...

You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers.

We are proudly assisting our a Wealth Management and Financial Planning client look for their next IFA Administrator to join their growing business. This is a busy role, involving contact with clients and providers so the successful candidate must be a good communicator and work well within a team. Previous experience of working in an IFA/Wealth Management environment would be preferable,...

You will work closely with advisers and clients, ensuring compliance and high standards of service. Responsibilities include administering client investment reviews, processing new business applications, and maintaining accurate records. The ideal candidate has strong knowledge of financial products and excellent communication skills.

You will be working alongside the Paraplanner of the firm and dealing with exceptional clients on a daily basis.

You will be encouraged to progress toward Diploma qualifications and the role could progress to Paraplanning role in the future. The ideal candidate will be working as an IFA support currently and will be looking to progress their career.