Client services Work, Jobs in Ewell, 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
6d
Part Time Sales
All Emergency Services Ltd —Croydon
- £16 - £20 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
5d
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
1d
Sales Executive
Loupe —Croydon
- £13.37 an hour
- Full-time
- Merchandising
Quick apply
Temp to Perm Part Time Evening Cleaner
May Harris Multi Services —Twickenham
- £13.85 an hour
- Part-time
- English
- Organisational skills
- In-person
- Referral programme
Quick apply
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 Services & Order Coordinator
Eden Caterers Ltd —London
- £31,500 a year
- Weekend availability
- Customer service
- Salesforce
- English
- Annual leave
- Sick pay
Quick apply
6d
Bank Receptionist
Spire Healthcare —Sutton
- Microsoft Outlook
- Customer service
- Communication skills
- Free parking
- Annual leave
6d
Resident Liaison Officer
Equans —Croydon
- Full-time
- Customer service
- Maintenance
- Administrative experience
- Annual leave
- Employee discount
Premier Relationship Officer
HSBC Global Services Limited —St. Helier
- Full-time
- Customer service
- Administrative experience
- Organisational skills
9d
Business Support and Office Manager
Lanson International —Covent Garden
- £29,334.87 - £30,000.00 a year
- Part-time
- Supervising experience
- First Aid Certification
- Organisational skills
Quick apply
12d
Experiential Travel Consultant
1953 —London
- From £37,000 a year
- Full-time
- Hybrid work
- Project management
- Bachelor's degree
- Organisational skills
- Work from home
Quick apply
5d
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
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
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
17h
Administrative Assistant
EV Cab Company Limited —London
- £80 - £100 a day
- Temporary
- Maintenance
- English
- Microsoft Office
Quick apply
Engineer Scheduler & Help Desk Coordinator
Fire Systems Limited —London
- From £28,000 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Driving
- Free parking
- Annual leave
Quick apply
Executive Assistant
Velos —London
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
9d
Independent Advocate in Mental Health
Advent Advocacy —Horley
- From £24,800 a year
- Part-time
- Health & wellbeing programme
- Sick pay
Quick apply
Client Success Executive
PEI Group —London
- English
- Administrative experience

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client services jobs near ewell, sry

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
6 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 ewell, sry

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

Part Time Sales

Letting Portfolio Client Relationship Co ordinator

Sales Executive

Temp to Perm Part Time Evening Cleaner

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

Client Services & Order Coordinator

Bank Receptionist

Resident Liaison Officer

Premier Relationship Officer

Business Support and Office Manager

Experiential Travel Consultant

Helpdesk Specialist

IFA Administrative Assistant

Contract Administrator

Administrative Assistant

Engineer Scheduler & Help Desk Coordinator

Executive Assistant

Independent Advocate in Mental Health

Client Success Executive

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

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