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...

Director Financial Planning – Evelyn Partners (Guildford, UK) Company Overview Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and our purpose to place the power of good advice into more hands. We are passionate professionals 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...

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...

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.

You will be computer literate with exceptional attention to detail.

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

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 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.

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

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

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...

Join us as a Customer Service, Personal Banker in Guildford - You'll be integral in guiding and supporting our valued branch customers, helping them to achieve their financial goals - We'll look to you to proactively find ways to continually enhance our customer banking experience - We'll support you to achieve a Foundation Certificate in Responsible Banking and build on your existing skill...

About the Role: Are you a driven, self-starter sales professional eager to grow your income? This is your chance to sell top-tier printing solutions while benefiting from an exceptional commission structure. If you have a strong network, a natural knack for closing deals, and a passion for success, your earning potential has no limits. Key Benefits: - Unmatched commission structure: Enjoy 75%...

You will make an impact by: Build and maintain a strong network across restructuring, advisory, and invoice finance teams to drive growth and enhance recovery prospects within the debt management function. Manage a portfolio of distressed and insolvent cases, conducting onsite reviews, debtor investigations, and recovery actions while ensuring all defined processes are followed.

You will plays an important role in the day-to-day operations of our store activities by providing excellent customer service, stocking shelves, processing payments and helping maintain the stores appearance.

You will be responsible for: I know my customers and serving them with passion and pride, giving great natural service.

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...

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...