Administrator / Director Support
Salary: £35,000 FTE
Hours: 3 days per week (hours to be agreed)
Location: Office-based, Guildford area (Surrey)
Benefits: Private Medical Insurance, Income Protection, family-friendly flexible working culture, discretionary bonus scheme.
Are you the highly organised, proactive, and capable administrator we're looking for?
Do you have experience in admin, PA, EA, or office support and pride yourself on keeping things running smoothly?
If so, this part-time role could be a great fit for you.
The Role
We're looking for a confident, professional Administrator / Director Support to join our office for 3 days per week. This varied role sits at the heart of our business, supporting both the Director and the wider team.
Your responsibilities will be split between:
Director Support (50%)
* Provide high-quality administrative support to the Director.
* Manage the Directors calendar arranging client meetings, internal appointments, and travel.
* Act as first point of contact for clients, ensuring a warm and professional welcome.
Office Support (50%)
* Oversee financial administration, including processing payments, raising invoices, and reconciling bank accounts.
* Manage office insurance and supplier contracts (utilities, phones, landlord).
* Keep the office running smoothly ordering supplies and handling day-to-day admin.
* Organise annual client and staff events.
* Carry out a wide range of general office support duties.
About You
You'll thrive in this role if you enjoy working in a supportive, close-knit team, but are equally comfortable working independently and taking ownership.
We're looking for someone with:
* Proven experience as a PA (essential).
* Financial administration or bookkeeping experience (preferred, but training can be provided).
* Excellent organisational skills with the ability to juggle multiple priorities.
* A confident, discreet, and professional manner with clients.
* Strong written skills with great attention to detail.
* A proactive, solution-focused approach someone who takes pride in getting things done well.
About Us
At Estate Financial Planning (EFP), we've been helping individuals, families, and business owners since 2012. Our mission is simple: to help people take control of their future and live a life of purpose and meaning.
We are a directly regulated IFA based in Surrey with clients across London and the South East. We specialise in building long-term relationships with multi-generational families, creating tailored financial plans that go beyond numbers and focus on what matters most in life.
Our team of 8 is close-knit, high-performing, and feels like family. We trust and support each other, we celebrate together, and we share a genuine sense of purpose. As our team put it in a recent survey:
I love our team we're supportive and caring of each other and our clients.
It's really enjoyable working with a team who work hard and can laugh.
We even have a couple of resident labradors who add to the warmth of the office.
Why Join Us?
This is more than just an admin role it's a chance to become part of a business where your contribution will be valued every day. You'll enjoy a supportive culture, genuine flexibility, and the satisfaction of knowing the work you do helps clients live lives full of purpose and meaning.
Ready to apply?
If this sounds like the right next step for you, we'd love to hear from you.
We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 30 days but may close early if a suitable candidate is found.
Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.
To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.
Keywords: PA | Personal Assistant | Executive Assistant | Office Manager | Office Administrator | Team Assistant | Financial Administrator | Director Support | Business Support | Administration