Location: Guildford, Office Based
Hours: Monday to Friday, 9:00am – 5:00pm
Salary: £26,000 - £30,000 per annum (Dependent on Experience)
Price Ferguson Ltd is an established and well-regarded financial planning practice based in Guildford. We are proud to be a caring, friendly, and professional firm, and we firmly believe that our continued growth is driven by strong values and excellent client service.
We are now looking for an Office Administrator to join our growing team. This is an exciting opportunity for a highly organised and personable individual who enjoys supporting a team and delivering outstanding service to clients.
The Role
As Office Administrator, you will play a vital role in supporting the day-to-day running of the office and ensuring our clients receive a consistently high level of service via telephone, email, and in person.
Key Responsibilities
- Greeting visitors, answering the telephone, taking messages, and arranging client appointments
- Opening, scanning, and processing incoming post and overseeing outgoing correspondence
- Maintaining accurate filing, in line with procedures
- Inputting information accurately into internal systems
- Liaising with insurance companies and external providers
- Assisting the team with document preparation
- Supporting advisers with case administration and client correspondence
- Undertaking general office administration duties as required
About You
This role is fundamental to the smooth running of the business, so we are looking for someone with the right character, temperament, and attention to detail. You will be highly organised, efficient, and take genuine pride in your work.
Skills and Experience Required
- Confident and professional telephone manner
- Strong organisational and administrative skills
- Excellent attention to detail and accuracy
- Good numerical ability
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Strong written and verbal communication skills
- Friendly, caring, and approachable manner
- Ability to take responsibility and make sound decisions
- A proactive problem-solver with a determined attitude
- Able to work both independently and as part of a team
- Self-motivated, organised, and able to put effective processes in place
Benefits:
- 25 days holiday plus bank holidays
- Pension (3% employer / 5% employee)
- 8x salary life assurance (death in service)
Why Join Us?
At Price Ferguson Ltd, people come first, both our clients and our team. We offer a supportive working environment where professionalism, collaboration, and personal development are encouraged. You’ll be joining a stable and growing business where your contribution genuinely matters.
Office Administrator in Guildford employer: Price Ferguson Ltd Careers
Join a highly respected independent financial planning firm in Guildford, where integrity and quality advice are at the forefront of our mission. As a Financial Adviser, you will benefit from an existing client portfolio and a steady stream of pre-qualified leads, allowing you to focus on building meaningful relationships without the pressure of aggressive sales targets. Our supportive work culture prioritises professional development and ethical client service, making this an excellent opportunity for those passionate about delivering exceptional financial outcomes.
Contact Details:
Price Ferguson Ltd Careers Recruitment Team
