Client services Work, Jobs in Esher, Eng (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
13d
Helpdesk Specialist
Masters Of Mindset Ltd. —Uxbridge
- £35,000 - £38,000 a year
- Weekend availability
- Hybrid work
- Customer service
- Windows
- IT
- Referral programme
Quick apply
Service Coordinator
The HR Surgery —Thames Ditton
- £26,437 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
Quick apply
7d
Part Time Sales
All Emergency Services Ltd —Croydon
- £16 - £20 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
12d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Beauty Consultant
PearlChemistGroup —Cobham
- £25,350 - £27,000 a year
- Full-time
- Bilingual
- Social media management
- English
- Store discount
- Health & wellbeing programme
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 Services & Photography Studio Assistant
UniQ Studios —East London
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Sales
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
5d
Junior Designer
Williams Lea —London
- £23.10 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
Group Charter Sales Assistant - 1 Year Student Placement (September 2026 - September 2027)
Air Charter Service —Surbiton
- £25,000 a year
- Monday to Friday
- Sales
- Travel
- Communication skills
Quick apply
7d
Client Services Coordinator
Wilmington plc —London
- £28,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Customer service
- English
- Annual leave
- Employee discount
14d
Client Services Director
s360 Digital UK —London
- £55,000 - £70,000 a year
- Full-time
- Hybrid work
- Project management
- In-person
- Leadership
- Health & wellbeing programme
- Relocation assistance
Quick apply
8d
Cargo Charter Sales Consultant - £35,000pa + 10% Uncapped Commission
Air Charter Service —Surbiton
- £35,000 a year
- Full-time
- Sales
- Business development
- Travel
- Gym membership
Quick apply
Client Advisor
eight luxuries ltd —London
- £100 - £200 a day
- Part-time
- Spanish
- Sales
- Customer service
- Store discount
- Profit sharing
Quick apply
7d
Sales & Events Supervisor
Foxhills Club & Resort —Chertsey
- Weekend availability
- Microsoft Office
- Hotel
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
Office Services Operator
Williams Lea —London
- £28,860 a year
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Customer service
- Referral programme
Legal Secretary/Personal Assistant
Rahman Lowe Solicitors —London
- £30,000 - £40,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
Quick apply
Independent Advocate in Mental Health
Advent Advocacy —Horley
- From £9,920 a year
- Part-time
- Health & wellbeing programme
- Sick pay
Quick apply
Sessional Language Interpreters
Royal Borough of Greenwich —London
- £27 an hour
- Full-time

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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
13 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 esher, eng

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

Helpdesk Specialist

Service Coordinator

Part Time Sales

IFA Administrator

Beauty Consultant

Investigations & Collections Officer

Client Services & Photography Studio Assistant

Client & Project Coordinator

Junior Designer

Group Charter Sales Assistant - 1 Year Student Placement (September 2026 - September 2027)

Client Services Coordinator

Client Services Director

Cargo Charter Sales Consultant - £35,000pa + 10% Uncapped Commission

Client Advisor

Sales & Events Supervisor

Office Services Operator

Legal Secretary/Personal Assistant

Independent Advocate in Mental Health

Sessional Language Interpreters

I want to receive the latest job alerts for client services in esher, eng

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