Morgan McKinley (Guildford)

3 job(s) at Morgan McKinley (Guildford)

Morgan McKinley (Guildford) Knaphill, Surrey
Jan 31, 2026
Full time
We have a fantastic opportunity for an experienced Business Analyst to join a successful, international business in Woking. There are excellent opportunities for career progression within the organisation and we are looking for someone who is ambitious and keen to make a mark. Alongside a competitive salary of up to 50k they offer excellent benefits including; annual bonus, 25 days holiday plus Bank Holidays and your birthday off, hybrid working (3 days per week office based), free parking, pension, private healthcare, life assurance, staff discounts on company products and more. Reporting to the Sales Director, you will be responsible for leading Sales Reporting, delivering Commercial Insights, and managing Pricing tools. You will act as a key conduit between the Sales team and other functions such as Demand Planning, Product Management and Finance on several cross-functional activities. Responsibilities include: Prepare monthly sales reports including sales versus prior year, sales versus budget etc Consolidate sales data from multiple retail partners, producing reports on sales by product, retailer etc Analyse data to provide actionable insights to help drive sales and to ensure that the business can make informed commercial decisions Control and maintain Master Price database and Margin calculator Support annual price list renewals process Maintain weekly retail price tracker across key retailers and products Prepare monthly Trade Partner Investment reports including actual spend versus planned investment, spend versus budget etc Monitor Trade Partner promotional activities, producing post-promotion performance reports with recommendations We are looking for someone with proven data analysis skills alongside the ability to present data clearly, communicate effectively and interpret data to provide actionable insights that will inform important commercial decisions. Advanced Excel skills are essential, as is proficiency using data manipulation / data visualisation tools such as Power BI. For more information please apply now!
Morgan McKinley (Guildford) Knaphill, Surrey
Jan 31, 2026
Full time
We have a fantastic opportunity for an experienced Sales Administrator to join a successful, international business in Woking. There are excellent opportunities for career progression within the organisation and we are looking for someone who is ambitious and keen to make a mark. Alongside a competitive salary of up to 35k they offer excellent benefits including; annual bonus, 25 days holiday plus Bank Holidays and your birthday off, hybrid working (3 days per week office based), free parking, pension, private healthcare, life assurance, staff discounts on company products and more. You will be responsible for processing orders from start to finish using SAP. Prior experience of order processing using SAP is essential. Duties include: Handling customer enquiries within agreed time frames Validating all orders prior to entry onto SAP, ensuring that pricing, quantities etc are accurate Working closely with third party warehouses to ensure timely delivery of goods Processing product returns to third party warehouses Maintaining strong working relationships with key clients, distributors, third party warehouses and internal teams such as Sales to ensure an efficient service Ensuring effective communication with customers and stakeholders, proactively providing updates and ensuring that any issues or concerns are resolved promptly Prior experience of order processing using SAP is essential. For more information please apply now!
Morgan McKinley (Guildford)
Jan 30, 2026
Full time
We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established wealth management firm in Godalming. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 40k the benefits package is extensive, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review / increase, discretionary annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy allowing you to accrue hours and earn up to 1 extra day holiday per month, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!