Client services Work, Jobs in Dorking, Sry (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
7d
Independent Advocate in Mental Health
Advent Advocacy —Horley
- From £24,800 a year
- Part-time
- Health & wellbeing programme
- Sick pay
Quick apply
Meetings & Events Sales Executive
Box Hill Burford Bridge Hotel By Sunday —Dorking
- Full-time
- Hospitality
- Spanish
- Sales
Quick apply
3d
IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
Client Services Coordinator
Sayer Vincent —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Client Services Coordinator
Wilmington plc —London
- £28,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Customer service
- English
- Annual leave
- Employee discount
9d
Event Coordinator
The GOAT Mongolian kitchen Lounge —London
- £24,420 - £60,000 a year
- Temporary
- Hospitality
- Hotel
- Organisational skills
Quick apply
Resident Host (Leatherhead)
Get Living —Leatherhead
- Weekend availability
- Customer service
- Microsoft Office
- Computer skills
9d
Executive Assistant
Velos —London
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
10d
Area Cleaning Manager
May Harris Multi Services —Guildford
- From £35,000 a year
- Full-time
- Hybrid work
- Management
- Customer service
- English
Quick apply
4d
Stock Auditor
Capcon Limited —Woking
- £111.03 - £122.12 a day
- Overtime
- Hospitality
- Analysis skills
- Travel
Quick apply
20h
Travel Consultant
Trailfinders —Guildford
- £44,000 - £49,000 a year
- Sales
Cleaner (part-time)
Shield Cleaning Services —Dorking
- £17 an hour
- Part-time
- Organisational skills
- In-person
- Communication skills
Quick apply
3d
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
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Examinations Delivery Officer
The E-Assessment Management Company (TEAMCo) —London
- £35,000 - £42,000 a year
- Weekend availability
- Hybrid work
- English
- Microsoft Office
- Travel
- Annual leave
- Work from home
Quick apply
4d
Personal Assistant (6 month FTC)
Janus Henderson —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
11d
Project Coordinator
Capstone Facilities Services Ltd —London
- £30,000 - £36,000 a year
- Full-time
- English
- Microsoft Office
- Organisational skills
Quick apply
Repairs Administrator
DCL Property Services Ltd —Fleet
- From £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
12d
Team Leader
Change Grow Live —West Sussex
- £36,101.10 - £38,114.53 a year
- Remote
- Management
- Travel
- Leadership
- Annual leave
- Employee discount

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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
7 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 dorking, sry

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

Independent Advocate in Mental Health

Meetings & Events Sales Executive

IFA Administrative Assistant

Client Services Coordinator

Client Services Coordinator

Event Coordinator

Resident Host (Leatherhead)

Executive Assistant

Area Cleaning Manager

Stock Auditor

Travel Consultant

Cleaner (part-time)

Investigations & Collections Officer

IFA Administrator

Examinations Delivery Officer

Personal Assistant (6 month FTC)

Project Coordinator

Repairs Administrator

Team Leader

I want to receive the latest job alerts for client services in dorking, sry

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