Experienced Financial Services Administrator

Portrait vacancy

Demand for financial planning and advice continues to grow in Surrey and to meet demand, Chapters Financial Limited is expanding to achieve its growth objectives over the next few years.

We are looking for a new member to join our team, previous experience in UK retail financial services systems would be preferable to achieve our business objectives for new systems integration as we evolve as a company. This role may vary over time, but will initially be focussed on data-entry and systems interrogation for data requirements.

Employed Position Description:

  • Full time role Monday-Friday based in our Guildford office, 08:30 to 17:00
  • Team member, but able to have the confidence to get on with their own work
  • Smart / articulate / patient / approachable / consistent
  • Knowledge or previous use of Xplan would be desirable


  • 25 days holiday
  • Auto-Enrolment Pension
  • Salary range £24,000-£27,500 per annum,

NO agencies please / We are an equal opportunities employer.

CVs please to:

Chapters Financial Limited is authorised and regulated by the Financial Conduct Authority, number 402899.