Wealth management Work, Jobs in Wadhurst, Esx (with Salaries)

Admin Assistant, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
14d
Advisor Support, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- SharePoint
- Financial services
- Free parking
- Referral programme
Quick apply
Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Financial Services Administrator
GF HR Consulting —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
14d
Financial Administrator
Perspective Financial Group —Crowborough
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Admin Assistant
GF HR Consulting —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Financial Services Administrator
S&S Financial Solutions Limited —East Grinstead
- £27,000 - £32,500 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Annual leave
- Life insurance
Quick apply
9d
Adviser Support Executive, Financial Services
Burfields House Wealth Management —Goudhurst
- Full-time
- Computer literacy
- Travel
- Financial services
- Annual leave
14d
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
- Annual leave
Business Development Manager
Eight Financial Advice —Royal Tunbridge Wells
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
Financial and Protection Advisor
Asset Wealth Advisory —Ashford
- £24,420.00 - £98,326.07 a year
- Full-time
- Hybrid work
- Administrative experience
- Travel
- Financial services
- Profit sharing
- Work from home
Quick apply
Payroll Assistant
The View Hotel Eastbourne —Eastbourne
- Part-time
- Hotel
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Quick apply
11d
Managing Director (Equity Opportunity)
Cloudnight Ltd —Orpington
- £30,000.00 - £189,154.70 a year
- Full-time
- Hospitality
- Management
- Business development
Quick apply
RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries
Royal Bank of Canada —Royal Tunbridge Wells
- Full-time
- Management
- Analysis skills
- Bachelor's degree
4d
Paraplanner
RGH‑Global Limited —Battle
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Xplan Product Analyst
Quilter —London
- Full-time
- Continuous improvement
- Agile
- SDLC
13d
Trade Operations Analyst
Quilter —London
- Full-time
- Analysis skills
- Continuous improvement
- Communication skills
8h
Operations Co-Ordinator -
Rhenus SE & Co. KG —Ashford
- Full-time
- Computer literacy
- Communication skills
- Free parking
- Employee assistance programme
Therapy Assistant - Band 4
Bromley Healthcare —Orpington
- £33,262 - £36,027 a year
- Part-time
- Patient care
- Employee assistance programme
- Employee discount
9d
Paraplanner
Burfields House Wealth Management —Tenterden
- Full-time
- Salesforce
- Communication skills
- Annual leave

I want to receive the latest job alerts for wealth management in wadhurst, esx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management jobs near wadhurst, esx

Admin Assistant, Wealth Management

SeventySeven Wealth Management
Royal Tunbridge Wells

Quick apply

Job details

Full-time
14 days ago

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

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

Full job description

Job Advert

Are you ready to take on an exciting admin role in a growing Wealth Management business based in Lamberhurst?

We are looking for an Administrative Assistant to join our 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 our 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. We pride ourselves on the service we deliver to clients, where excellence is key. Our core values are integrity, honesty, efficiency, reliability, commitment, dependability, respect and loyalty. These values sit at the foundation of everything we do and in what we will look for in any future team member. The team at SeventySeven Wealth Management Ltd work together with our 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 our 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

wealth management jobs in wadhurst, esx

Admin Assistant, Wealth Management

Advisor Support, Wealth Management

Administrator, Financial Services

Financial Services Administrator

Financial Administrator

Admin Assistant

Financial Services Administrator

Adviser Support Executive, Financial Services

Financial Adviser Administrator

Business Development Manager

Financial and Protection Advisor

Payroll Assistant

Managing Director (Equity Opportunity)

RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries

Paraplanner

Xplan Product Analyst

Trade Operations Analyst

Operations Co-Ordinator -

Therapy Assistant - Band 4

Paraplanner

I want to receive the latest job alerts for wealth management in wadhurst, esx

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected