Financial administrator Work, Jobs in Lamberhurst, Esx (with Salaries)

Financial Services Administrator
GF HR Consulting —Lamberhurst
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Financial Administrator
Bupa —Ashford
- £26,020.80 - £33,134.40 a year
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Administrator (Part-time and remote)
Pulse Water Limited —Kent
- From £25,000 a year
- Part-time
- Hybrid work
- CRM software
- Data entry
- Contracts
- Work from home
Quick apply
7d
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
- Annual leave
Corporate Sector Administrator - 9 month FTC
AXA UK —Royal Tunbridge Wells
- Up to £26,000 a year
- Hybrid work
- Microsoft Word
- Annual leave
8d
Corporate Sector Administrator - 9 month FTC
AXA —Royal Tunbridge Wells
- Up to £26,000 a year
- Hybrid work
- Microsoft Word
8d
Administrator & Accounts Executive
Copylink Digital Ltd —Eastbourne
- £26,000 - £29,000 a year
- Full-time
- Computer literacy
- Accounting
- QuickBooks
- Store discount
- Annual leave
Quick apply
5d
Sales and Accounts Administrator Craft Beer
Cask International Ltd —Tonbridge
- £15 - £20 an hour
- Part-time
- Free parking
- Employee discount
Quick apply
6d
Advisor Support, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- SharePoint
- Financial services
- Free parking
- Referral programme
Quick apply
Fundraising & Database Administrator
Young Epilepsy —Lingfield
- Up to £14,681.27 a year
- Part-time
- Hybrid work
- CRM software
- Communication skills
- Free parking
- Annual leave
Quick apply
9d
Office Administrator
London and south scaffolding ltd —Maidstone
- £14 an hour
- Part-time
- Customer service
- English
- Administrative experience
- Free parking
Quick apply
7d
Administrator
Specsavers Audiology Uckfield —Crowborough
- £16,155 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Accounting
- Annual leave
- Employee discount
Quick apply
1d
Workplace Pension/Employee Benefits Administrator
Atwood Benefits UK Ltd —Ditton
- £21,157 - £35,000 a year
- Full-time
- Microsoft Word
- Customer service
- English
- Free parking
- Store discount
Quick apply
5d
Administration - Administrator - PA2
Parkdean Resorts —Rye
- Recruiting
- Organisational skills
- Guest services
- Store discount
- Employee assistance programme
Quick apply
5d
Trainee Insolvency Administrator
BTG Consulting PLC —Chatham
- £25,000 a year
- Full-time
- Customer service
- Computer literacy
- Computer skills
- Employee discount
- Referral programme
Quick apply
Vehicle Finance Assistant
Big Motoring World —West Malling
- £27,639 a year
- Weekend availability
- Customer service
- Computer skills
- In-person
- Free parking
- Store discount
Quick apply
5d
Project Administrator
McAllister —Battle
- Full-time
- Microsoft Outlook
- Administrative experience
- Travel
Quick apply
Waste and Street Scene Services Administrator
Rother District Council —St Leonards-on-Sea
- £24,847 - £27,309 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
12d
Payroll Administrator
Cygnet —West Malling
- £32,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
2d

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financial administrator jobs near lamberhurst, esx

Financial Services Administrator

GF HR Consulting
Lamberhurst

Quick apply

Job details

Full-time

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

Pension
Customer service call handling
Meeting coordination
Inbound customer enquiry call handling
Stakeholder liaison
Administrative support experience
Filing
Internal department liaison
Appointment booking and call handling
Customer support
Financial services
Communication skills

Full job description

Job Advert

Do you have some Admin experience? Are you looking for a new Financial Services role based in Tunbridge Wells?

Our Client is looking for an Administrator to join their small but growing team. This is a client facing role which will involve being the first point of call for most clients when liaising with SeventySeven and working closely with their Advisors to provide a high-quality excellent level of service.

This is a fantastic opportunity for someone wanting to take the next step in their career within financial services which provides an opportunity to grow and take on more responsibility over time in a supportive, fast paced environment.

About Seventy Seven Wealth Management

SeventySeven Wealth Management Ltd has been a progressive and continually evolving group for over 30 years. They pride themselves on the service they deliver to their clients, where excellence is key. Their core values are integrity, honesty, efficiency, reliability, commitment, dependability, respect and loyalty. These values sit at the foundation of everything they do and in what they will look for in any future team member. The team at SeventySeven Wealth Management Ltd work together with their chosen partner St. James’s Place to provide exceptional outcomes for our clients.

The opportunity

Reporting to the Head of Client Care, this role forms part of a multi‑skilled Client Support team responsible for supporting the entire client journey — from handling incoming calls and coordinating meeting bookings through to completing post‑meeting actions and liaising with third‑party providers — to ensure that the client experience is consistently smooth, positive and delivered to an exceptional standard.

Key responsibilities will include:

Telephone clients to arrange their annual review with their Advisor
Preparing the client file for their meeting with their Advisor.
Completion of post meeting actions following a client meeting, including the Confidential Financial Review, preparing the ongoing advice letter, processing business and dealing with withdrawal requests and fund switches.
Producing cash flow modelling reports for a clients current and future circumstances.
Creating fund performance comparisons between multiple investment portfolios.
Preparing LOA’s and chasing policy information from third party providers.
Assisting the advisory team with tax year end including the use of client allowances such as ISA, CGT and pension contributions.
Assisting with Trust planning paperwork, such as the creation of Trust documents, Deed of Appointments and Deed of Assignments.
Attending key client meetings.
Handling client queries on phone, email and letter etc as required.
Liaising with all members of the team and third parties, such as St. James’s Place, stockbrokers, accountants, other financial providers, etc with regards to our clients and their investments.
Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team
Photocopying, scanning and uploading documents to electronic client records
Ensure data entry and document filing adhere to the 77wm procedures, taking responsibility for ensuring that rigor is maintained so that all client and 77wm data is accurate and easy to identify and retrieve.
Working closely with and assisting with other departments as and when required.

To succeed in this role, you must have a positive attitude and exceptional customer service skills. You must be organised and professional with an eye for detail.

To ensure their clients receive an exceptional level of service, you will demonstrate:

A high level of motivation and a strong commitment to delivering outstanding client care
A professional and mature approach across all areas of the business
Effective problem‑solving abilities
Strong attention to detail
Excellent communication skills and the ability to collaborate well within a team
Confidence working to deadlines, particularly when managing time‑critical tasks such as processing withdrawals, along with the ability to balance competing priorities
Initiative and a proactive approach to completing tasks
A positive, solutions‑focused attitude
Familiarity with Office 365, SharePoint, Salesforce and OneDrive (preferred)
Previous experience within the financial services industry (desirable but not essential)

In return you will have the opportunity to work for a fast growing, prestigious company based in newly refurbished offices set within beautiful country surroundings.

Benefits include, free on-site parking, an Employee/Client referral programme, Professional Study support, Pension and an extra day off for your birthday.

Due to the location of the office your own transport is essential.

Quick apply

Refine Your Search

financial administrator jobs in lamberhurst, esx

Financial Services Administrator

Financial Administrator

Administrator, Financial Services

Administrator (Part-time and remote)

Financial Adviser Administrator

Corporate Sector Administrator - 9 month FTC

Corporate Sector Administrator - 9 month FTC

Administrator & Accounts Executive

Sales and Accounts Administrator Craft Beer

Advisor Support, Wealth Management

Fundraising & Database Administrator

Office Administrator

Administrator

Workplace Pension/Employee Benefits Administrator

Administration - Administrator - PA2

Trainee Insolvency Administrator

Vehicle Finance Assistant

Project Administrator

Waste and Street Scene Services Administrator

Payroll Administrator

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