Technical advisor Work, Jobs in Lamberhurst, Esx (with Salaries)

Advisor Support, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- SharePoint
- Financial services
- Free parking
- Referral programme
Quick apply
HR Resourcing Advisor (Engineering / Technical)
South East Water —Snodland
- Up to £35,000 a year
- Full-time
- Hybrid work
- Databases
- Communication skills
- Annual leave
Trainee Insurance Advisor
NFU Mutual Agency —Royal Tunbridge Wells
- Full-time
- CRM software
- Customer service
- Financial services
- Free parking
- Employee discount
Science Technician
LeighAcademiesTrust —Cranbrook
- £23,103 - £26,861 a year
- School
Customer Service Advisor – Spanish Speaker
Fender —East Grinstead
- Microsoft Word
- CRM software
- Spanish
HMP Cookham Wood and Rochester Learning and Skills Manager
Ministry of Justice —Rochester
- £40,001 - £50,000 a year
- Full-time
- Hybrid work
- Management
- Presentation skills
- Budgeting
- Annual leave
9d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Crawley
- £3,800 a month
- Full-time
- Sales
Quick apply
Team Secretary/Receptionist
Simmons Gainsford —Uckfield
- Writing skills
- Microsoft Office
- Administrative experience
Quick apply
14d
Workshop Controller
Marshall Motor Group —Maidstone
- £38,622 a year
- Customer service
- Annual leave
- Employee discount
Quick apply
10d
Health, Safety and Fire Practitioner - Part Time 18.5 hours - HMPP
Ministry of Justice —Maidstone
- £30,001 - £40,000 a year
- Part-time
- Hybrid work
- Presentation skills
- Annual leave
Projects Customer Advisor
Commercial Services Group —Aylesford
- £28,500 a year
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
Quick apply
Quality Advisor
Balfour Beatty —Rochester
- Hybrid work
- Microsoft Office
- Continuous improvement
- Quality control
- Annual leave
Technical Sales Advisor
Hydraquip Hose & Hydraulics —Strood
- Full-time
- CRM software
- Computer literacy
- Communication skills
Quick apply
7d
Customer Service Advisor
Hydrasun Ltd —Crawley
- £27,325 - £35,000 a year
- Full-time
- ERP systems
- Continuous improvement
- Organisational skills
- Health & wellbeing programme
- Life insurance
Quick apply
3d
Sales Advisor
21° —Crawley
- £30,000 - £40,000 a year
- CRM software
- Continuous improvement
- Organisational skills
- Employee discount
- Referral programme
Quick apply
Parts Advisor
DS Commercials uk ltd —Aylesford
- £34,000 - £38,000 a year
- Full-time
- Organisational skills
- In-person
- Phone etiquette
Quick apply
9d
Major Projects Regulatory Manager
South East Water —Snodland
- Up to £77,300 a year
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Annual leave
2d
Senior Associate Civil Engineer - Infrastructure
Stantec —Ashford
- Civil engineering
- Business development
- Training & development
- Annual leave
Junior Commercial Advisor
Verisure Services (UK) Limited —Crawley
- £3,800 - £6,000 a month
- Full-time
- Sales
- In-person
- Employee discount
- Referral programme
Quick apply
Product Specialist
Atlas Copco Group —Burgess Hill
- Hybrid work
- Data analysis skills
- English
- Analysis skills

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technical advisor jobs near lamberhurst, esx

Advisor Support, Wealth Management

SeventySeven Wealth Management
Royal Tunbridge Wells

Quick apply

Job details

Full-time

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

Investment
Financial planning
Pension
Client engagement
Stakeholder liaison
Filing
Internal department liaison
SharePoint
Financial services

Full job description

Job Advert

Financial Services Administrator / Adviser Support

Do you have experience working in Financial Services, Wealth Management or Financial Planning? Are you looking for a role where you can develop your career within a successful and growing business?

We're looking for a proactive and organised Financial Services Administrator to join our growing Adviser Support team. Working closely with our Financial Advisers, you'll play a key role in delivering an outstanding client experience, ensuring every stage of the client journey is handled efficiently, accurately and professionally.

This is an excellent opportunity for someone with financial services experience who is looking to broaden their knowledge, take on greater responsibility and build a long-term career within a supportive and collaborative environment.

About Seventy Seven Wealth Management

For more than 30 years, Seventy Seven Wealth Management has been delivering trusted financial advice and exceptional service to clients. We pride ourselves on building long-term relationships and helping clients achieve their financial goals through personalised advice and support.

Our core values of integrity, honesty, reliability, commitment, respect and professionalism underpin everything we do and are central to the way we work with both clients and colleagues.

Working alongside our strategic partner, St. James's Place, our team is committed to delivering exceptional outcomes and an outstanding client experience.

The Role

As part of our Adviser Support team, you will be responsible for maintaining strong client relationships, supporting advisers with a wide range of administrative and technical tasks, and ensuring all client actions are completed accurately and within regulatory timescales.

Key Responsibilities

Key responsibilities for this role are as follows:

Completion of post meeting actions following a client meeting, including the Confidential Financial Review, preparing the ongoing advice letter, processing business and dealing with withdrawal requests and fund switches.

Producing cash flow modelling reports for a clients current and future circumstances.
Creating fund performance comparisons between multiple investment portfolios.
Preparing LOA’s and chasing policy information from third party providers.
Assisting the advisory team with tax year end including the use of client allowances such as ISA, CGT and pension contributions.
Assisting with Trust planning paperwork, such as the creation of Trust documents, Deed of Appointments and Deed of Assignments.
Attending key client meetings.
Handling client queries on phone, email and letter etc as required.
Liaising with all members of the team and third parties, such as St. James’s Place, stockbrokers, accountants, other financial providers, etc with regards to our clients and their investments.
To ensure we carry out all client requests efficiently and smoothly while meeting all regulatory timescales.
Ensure data entry and document filing adhere to the 77wm procedures, taking responsibility for ensuring that rigor is maintained so that all client and 77wm data is accurate and easy to identify and retrieve.
Working closely with and assisting with other departments as and when required.

To ensure our clients receive the best customer experience you will have the following skills and experience:

Highly motivated and dedicated to providing excellent Advisor Support
Professional mature approach to all aspects of the business
Good problem-solving skills
Excellent communicator who can work as part of a team and on their own
Able to work to deadlines as there are time critical elements of the role such as withdrawals and switches to be processed. Also able to manage conflicting priorities.
Show initiative and commitment to completing tasks
A “can do” and positive attitude.
Knowledge of Office365 Sharepoint and OneDrive preferable.
Knowledge of financial industry useful.

What We Offer

Competitive salary.
Career development and progression opportunities.
Modern, newly refurbished offices in a beautiful countryside setting.
Free on-site parking.
Company pension scheme.
Employee and client referral scheme.
Additional day off for your birthday.
Supportive and friendly team environment.

Please note: Due to our office location, access to your own transport is essential.

Quick apply

Refine Your Search

technical advisor jobs in lamberhurst, esx

Advisor Support, Wealth Management

HR Resourcing Advisor (Engineering / Technical)

Trainee Insurance Advisor

Science Technician

Customer Service Advisor – Spanish Speaker

HMP Cookham Wood and Rochester Learning and Skills Manager

JUNIOR SALES ADVISOR

Team Secretary/Receptionist

Workshop Controller

Health, Safety and Fire Practitioner - Part Time 18.5 hours - HMPP

Projects Customer Advisor

Quality Advisor

Technical Sales Advisor

Customer Service Advisor

Sales Advisor

Parts Advisor

Major Projects Regulatory Manager

Senior Associate Civil Engineer - Infrastructure

Junior Commercial Advisor

Product Specialist

I want to receive the latest job alerts for technical advisor in lamberhurst, esx

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Financial Services Administrator / Adviser Support

About Seventy Seven Wealth Management

The Role

Key Responsibilities

What We Offer

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