3 jobs found in Guildford

PA / Wealth Planning Administrator (Wealth Planning) FULLY REMOTE - SJP Partner Practice Salary: £35,000 - £45,000 depending upon experience About the Opportunity Our client is a successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As their Practice continues to expand, they are seeking an experienced PA/Administrator to join their team. The Role This role suits someone who is hands-on, highly organised and comfortable balancing providing 1-1 PA support to the MD with detailed administrative work. Key Responsibilities Provide high-level PA support to the Practice Principal Manage administration across reviews and servicing Communicate professionally with clients via email, phone and video Maintain accurate, compliant records using SJP systems Identify opportunities to refine processes and improve client experience Serve as escalation point for complex...

Morgan McKinley is looking for an experienced Accounts Payable professional to work for a lovely company based in the Guildford area. The Accounts Payable role will be working on a hybrid basis, managing the purchase ledger process from start to finish, balance sheet reconciliations and payments. This is a great varied accounts payable - purchase ledger job opportunity that also involves supporting the review of the current AP process and suggesting improvements! Salary: 35-38K Location: Hybrid working - Guildford, Surrey. 3 days office based Accounts Payable duties: Managing the AP function, processing of purchase invoices and purchase orders Supplier statement reconciliations Balance sheet reconciliations Journals Prepare payment runs Review the AP process and suggest improvements Skills and experience: Proven accounts payable, purchase ledger experience working in a similar finance role Able to manage the AP function and suggest new ways of working /...

Join Our Team as a Commercial Insurance Administrator! Do you have experience working in the Insurance industry? Are you an organised and proactive individual with a passion for delivering exceptional support in the insurance sector? If you have a minimum of 2 years of experience in insurance administration and have a knack for problem-solving, we want to hear from you! About the Role: As a Commercial Insurance Administrator, you will be an integral part of our Before the Event Team. Your primary focus will be on supporting Account Handlers and facilitating smooth operations through a range of administrative tasks, including: Coordinating diaries and scheduling internal/external meetings. Assisting with management meetings by preparing agendas and taking notes. Ensuring accurate data entry and maintaining client and partner records. Liaising with business partners to assist with day-to-day account administration and underwriting referrals. Producing reports and...