Client services Work, Jobs in Banstead (with Salaries)

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
11d
Contract Administrator
BSW Heating Ltd —Kenley
- Up to £26,436.80 a year
- Full-time
- Microsoft Outlook
- Customer service
- Maintenance
- Free parking
- Bereavement leave
Quick apply
6d
Part Time Sales
All Emergency Services Ltd —Croydon
- £16 - £20 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
10d
Care Home Receptionist
The Jawa Group —London
- £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Sick pay
Quick apply
12d
Receptionist
Portico Corporate Reception Management —London
- £36,954 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Life insurance
Quick apply
10d
Letting Portfolio Client Relationship Co ordinator
Jackie Quinn Estate Agents —Ashtead Village
- £30,000 - £34,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Free parking
Quick apply
6d
Salon Receptionist & Consultant
A-List Lace Hair —London
- From £15 an hour
- Part-time
- Customer service
- English
- Administrative experience
Quick apply
Travel Sales Consultant
Trailfinders —Windsor
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Independent Advocate in Mental Health
Advent Advocacy —Horley
- From £24,800 a year
- Part-time
- Health & wellbeing programme
- Sick pay
Quick apply
Investigations & Collections Officer
Dukes Bailiffs Limited —London
- From £28,900 a year
- Full-time
- Customer service
- No experience needed
- Driving
- Health & wellbeing programme
- Flexitime
Quick apply
Client & Project Coordinator
Holloways of Ludlow Design & Build Ltd —Richmond
- £30,000 - £40,000 a year
- Full-time
- AutoCAD
- In-person
- Leadership
- Health & wellbeing programme
- Annual leave
Quick apply
3d
Clerk of Works - Redhill
Capital Property & Construction Consultants Limited —Redhill
- £45,000 - £55,000 a year
- Analysis skills
- Bachelor's degree
- Construction experience
- Sick pay
Quick apply
11d
Client Services Coordinator
Wilmington plc —London
- £28,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Customer service
- English
- Annual leave
- Employee discount
13d
Client Services Coordinator
Sayer Vincent —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Client Services Associate
Meredith Brown Associates —London
- Call to connect
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Sales & Front of House Assistant
BCO Beauty Group —London
- £140 - £200 a day
- Full-time
- Sales
- Customer service
- Salesforce
- Store discount
- Employee discount
Quick apply
6d
Media Relations Consultant
CGI —London
- Full-time
- Organisational skills
- AI
- Leadership
Quick apply
Office Services Operator
Williams Lea —London
- £28,860 a year
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Customer service
- Referral programme
Sessional Language Interpreters
Royal Borough of Greenwich —London
- £27 an hour
- Full-time
Key Account Administrator
Kentec Training Ltd —Tonbridge
- £13.45 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
12d

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client services jobs near banstead

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Spring Wealth Management
Epsom

Quick apply

Job details

Permanent | Full-time
£25,500 - £28,000 a year
11 days ago

Benefits

Employee mentoring programme
Financial planning services
Company pension
Employee discount
Life insurance
Sick pay
On-site parking

Qualifications

Microsoft Excel
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

A busy and growing financial adviser practice are looking for someone to join their team as an PA / Administrator to assist with growing business volumes. You will be working as part of a vibrant and busy team assisting the advisers with ensuring that we deliver a 1st class service for our clients. Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where you will be writing up more complex cases (such as investment and pension transfers).

You will be primarily responsible for:

Contacting (phone, email and letter) new and existing clients to schedule meetings
Document the follow up to those meetings
Action requests / follow ups from client meetings
Deal with both internal and external administration functions
Sending off letters of authority to 3rd party providers then chasing up the resulting info
Utilising and documenting on our CRM System (Salesforce)
Writing up basic reports
Dealing with Ad-Hoc client requests
Prepare Meeting and Review Packs
Carry out and Document AML checks
Working as part of a team to ensure a smooth and seamless administration function for clients.

The Person:

Must be confident, articulate and able to communicate
Ideally has experience as an office or business administrator
Has excellent attention to detail and able to manage time effectively
Is comfortable managing multiple reponsibilities and prioritising requirements
Someone who is enthusiastic and can overcome challenges
Has a positive attitude, can manage themselves, competent and professional
Is proactive and can contribute towards future development of the Practice
Keen on learning and developing themselves

Prior experience in financial services would be highly desirable but is not essential, an interest in this area is certainly beneficial though. Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as provide support and training from qualified people within the practice. There will also be the opportunity to progress into other roles within the practice for the right person (should they wish), full training will be supplied.

Package includes pension matching, life insurance, critical illness insurance, income protection and 24 days holiday a year as well as bonsues linked to team performance.

We will need someone to be working in office 5 days a week so flexible working is not an option.

Job Types: Full-time, Permanent

Pay: £25,500.00-£28,000.00 per year

Benefits:

Company pension
Employee discount
Employee mentoring programme
Financial planning services
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

Refine Your Search

client services jobs in banstead

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Contract Administrator

Part Time Sales

Care Home Receptionist

Receptionist

Letting Portfolio Client Relationship Co ordinator

Salon Receptionist & Consultant

Travel Sales Consultant

Independent Advocate in Mental Health

Investigations & Collections Officer

Client & Project Coordinator

Clerk of Works - Redhill

Client Services Coordinator

Client Services Coordinator

Client Services Associate

Sales & Front of House Assistant

Media Relations Consultant

Office Services Operator

Sessional Language Interpreters

Key Account Administrator

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