Client services Work, Jobs in Hersham, Surrey (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
8d
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
Travel Consultant
Trailfinders —Guildford
- £44,000 - £49,000 a year
- Sales
Travel Sales Consultant
Trailfinders —Windsor
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Administrative Assistant
EV Cab Company Limited —London
- £80 - £100 a day
- Temporary
- Maintenance
- English
- Microsoft Office
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
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
Catering Assistant
Impact Food Group —Hersham
- £7,816.65 a year
- Weekend availability
- Customer service
- School
- Employee discount
Quick apply
Lounge Host
Qantas Premium Lounge London —Hounslow
- £19.09 an hour
- Weekend availability
- Hospitality
- Customer service
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
4d
Beauty Consultant
PearlChemistGroup —Cobham
- £25,350 - £27,000 a year
- Full-time
- Bilingual
- Social media management
- English
- Store discount
- Health & wellbeing programme
Quick apply
14d
Client Services Coordinator
Wilmington plc —London
- £28,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Customer service
- English
- Annual leave
- Employee discount
10d
Client Accounts Administrator
Dexters —Feltham
- £26,400 a year
- Monday to Friday
- Communication skills
- Employee discount
Quick apply
Service Coordinator
Accent Services —Shepperton
- From £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
3d
Dog Groomer
Palmer's Dog Grooming —Shepperton
- £15 an hour
- Part-time
- Heavy lifting
- Customer service
- In-person
Quick apply
Sales & Events Supervisor
Foxhills Club & Resort —Chertsey
- Weekend availability
- Microsoft Office
- Hotel
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
11d
Sessional Language Interpreters
Royal Borough of Greenwich —London
- £27 an hour
- Full-time
Head of Client Services
Gallagher —London
- Hybrid work
- Leadership
- Employee stock purchase plan
- Life insurance
Client Advisor
eight luxuries ltd —London
- £100 - £200 a day
- Part-time
- Spanish
- Sales
- Customer service
- Store discount
- Profit sharing
Quick apply
2d
Office Services Operator
Williams Lea —London
- £28,860 a year
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Customer service
- Referral programme
Medical Records Administrator
Spire Healthcare —Farnham
- 8 hour shift
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Free parking
- Annual leave
3d

I want to receive the latest job alerts for client services in hersham, surrey

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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
8 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 hersham, surrey

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

Helpdesk Specialist

Travel Consultant

Travel Sales Consultant

Administrative Assistant

IFA Administrator

Investigations & Collections Officer

Catering Assistant

Lounge Host

Beauty Consultant

Client Services Coordinator

Client Accounts Administrator

Service Coordinator

Dog Groomer

Sales & Events Supervisor

Sessional Language Interpreters

Head of Client Services

Client Advisor

Office Services Operator

Medical Records Administrator

I want to receive the latest job alerts for client services in hersham, surrey

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected