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Financial Planning Admin On-site Parking, Study
Job in
Surrey, Surrey County, England, UK
Listed on 2026-07-25
Listing for:
Financial Divisions
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Reporting
Job Description & How to Apply Below
Financial Divisions, a Surrey-based Independent Financial Advisory firm near Guildford, seeks a Financial Planning Administrator. The role focuses on onboarding clients, AML checks, and preparing documentation for meetings across multiple platforms.
Experience with Intelligent Office (Intelliflo) is a considerable advantage. The firm offers on-site parking, study support for exams, a strong pension, a bonus scheme, and death-in-service and income protection schemes.
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