Client advisor Work, Jobs in Barnet, Eng (with Salaries)

Administrator/Paraplanner/PA
Regency Financial Partners —London
- £26,387.70 - £35,000.00 a year
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Writing skills
- Free parking
- Flexible schedule
Quick apply
1d
Customer Support Associate (hybrid)
flatfair —London
- From £26,500 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
3d
Contact Centre Operations Manager
Eckoh —Hemel Hempstead
- From £47,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Analysis skills
- Free parking
- Work from home
Quick apply
Immigration Advisor
UK Corporate Immigration —London
- From £3,000 a month
- Full-time
- Hybrid work
- Microsoft Word
- Writing skills
- English
Quick apply
6d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Welwyn
- £3,800 a month
- Full-time
- Sales
Quick apply
Administrator/Paraplanner and PA
Regency Financial Partners —London
- £25,500 - £35,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
1d
Virtual Personal Assistant (Night)
Comxo —Datchet
- £22,031 - £25,031 a year
- Weekend availability
- Remote
- Microsoft Word
- English
Resourcing Consultant
Capax —London
- £28,000 - £60,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- In-person
Quick apply
Accounts Payable Assistant - Cruise
Internova Travel Group —London
- Full-time
- Remote
- Organisational skills
- Communication skills
- Time management
- Annual leave
4d
Client Care Advisor
Vets for Pets —Barnet
- £26,437 a year
- 8 hour shift
- Computer literacy
- Front desk
- Computer skills
- Free parking
- Employee discount
Leads Calls Assistant For Law Firm
Portway Solicitors —Canary Wharf
- From £27,000 a year
- Full-time
- CRM software
- Business development
- Organisational skills
Quick apply
UK Associate - Spanish Speaker
Orbit Partners —London
- £40,000 - £45,000 a year
- Hybrid work
- Spanish
- English
- Communication skills
HR & Recruitment Administrator
Four Marketing Limited —London
- Full-time
- Research
- Recruiting
- Contracts
- Annual leave
- Employee discount
Quick apply
11d
Public Law Paralegals – City of London
Duncan Lewis —London
- £23,150 a year
- Analysis skills
- Organisational skills
- Communication skills
Talent Acquisition Manager
Pinnacle Group —London
- £50,000 a year
- Management
- Continuous improvement
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Personal Assistant to an Ultra-High-Net-Worth Individual (UHNWI)
Insignia Group —London
- Weekend availability
- Hybrid work
- English
- Research
- Master's degree
Quick apply
Customer Care Call Centre Advisor
Wimpole Hair Clinic —London
- £20,000 - £28,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Annual leave
- Employee discount
Quick apply
HR Advisor & Office Operations
Radancy —London
- £35,000 - £38,000 a year
- Hybrid work
- Presentation skills
- Human resources
- Organisational skills
14d
Customer Relationship Manager
HERD GROUP —Addlestone
- Full-time
- Microsoft Word
- CRM software
- Analysis skills
- Free parking
- Employee stock ownership plan
Quick apply
9d
Administrator/Paraplanner
Regency Financial Partners —Winchmore Hill
- £26,387.70 - £49,029.64 a year
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
1d

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Administrator/Paraplanner/PA

Regency Financial Partners
London

Quick apply

Job details

Self-employed
£26,387.70 - £35,000.00 a year
1 day ago

Benefits

Free parking
Casual dress
Flexible schedule
On-site parking

Qualifications

Microsoft Word
Financial planning
Microsoft Outlook
Report generation
Stakeholder liaison
Writing skills
Administrative support experience
Financial report writing
Filing
Microsoft Office Suite
Financial analysis
Administrative experience
Analysis skills
Organisational skills
Customer support
Financial services
Customer interaction
Communication skills
Time management

Full job description

Job Summary

We are seeking a dynamic and highly organised Administrator/Paraplanner/PA to join our team. This multifaceted role offers an exciting opportunity to support financial planning activities, manage administrative tasks, and provide exceptional customer service. The ideal candidate will be proactive, detail-oriented, and possess strong communication skills to ensure smooth operations across all areas of the business. You will play a vital role in assisting a financial advisor with report writing, analysis, and client correspondence while maintaining efficient office workflows. This position is perfect for someone eager to develop their career within the financial services sector and contribute to a professional, energetic environment. Would also suit someone who has previously worked in financial services and looking for a hybrid role with flexible hours

Responsibilities

Prepare comprehensive reports and documentation related to financial planning and analysis, ensuring accuracy and clarity.
Assist with client onboarding, appointment scheduling, and follow-up communications to enhance customer experience.
Manage daily administrative duties including calendar management, correspondence handling, and filing using Microsoft Office tools such as Word, Excel, Outlook. Inteliflo and FE Analytics and Defaqto
Support a financial advisors by organising client data, updating records, and preparing presentation materials for meetings.
Conduct analysis of financial data to aid in the development of tailored financial plans for clients.
Maintain organized records of client interactions, compliance documentation, and internal reports in accordance with company policies.
Provide excellent customer service by responding promptly to inquiries and ensuring clients receive timely assistance.

Skills

Strong report writing and analysis skills with an eye for detail.
Knowledge of financial services and financial planning processes.
Excellent communication skills—both written and verbal—to liaise effectively with clients and team members.
Exceptional organisational skills with the ability to prioritize tasks efficiently.
Proficiency in Microsoft Office Suite: Word, Excel, Outlook—experience with Financial Services IT systems is essential.
Proven administrative experience with a focus on time management and multitasking.
Customer service orientation with a professional attitude at all times.

This role offers an engaging environment where your organizational talents and analytical abilities will be valued as you support our team’s success. If you thrive in a fast-paced setting and are passionate about delivering outstanding service within the financial sector, we look forward to welcoming you onboard!

Pay: £26,387.70-£35,000.00 per year

Benefits:

Casual dress
Free parking
On-site parking

Work Location: Hybrid remote in London N21 2EL

Quick apply

Refine Your Search

client advisor jobs in barnet, eng

Administrator/Paraplanner/PA

Customer Support Associate (hybrid)

Contact Centre Operations Manager

Immigration Advisor

JUNIOR SALES ADVISOR

Administrator/Paraplanner and PA

Virtual Personal Assistant (Night)

Resourcing Consultant

Accounts Payable Assistant - Cruise

Client Care Advisor

Leads Calls Assistant For Law Firm

UK Associate - Spanish Speaker

HR & Recruitment Administrator

Public Law Paralegals – City of London

Talent Acquisition Manager

Personal Assistant to an Ultra-High-Net-Worth Individual (UHNWI)

Customer Care Call Centre Advisor

HR Advisor & Office Operations

Customer Relationship Manager

Administrator/Paraplanner

I want to receive the latest job alerts for client advisor in barnet, eng

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