Client services Work, Jobs in Sutton, 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
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
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
Customer Service Coordinator
The HR Surgery —Thames Ditton
- £28,000 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
Quick apply
Executive Assistant & Business Admin Support
J-Tech Systems —Coulsdon
- £28,000 - £36,000 a year
- Full-time
- Hybrid work
- Administrative experience
- QuickBooks
- Organisational skills
Quick apply
2d
Client Services Operative & Contract Administrator
Urban Environments Ltd —Sevenoaks
- £30,000 - £34,000 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Administrative experience
- Annual leave
Quick apply
14d
Trainee Financial Advisor
Humboldt Financial —London
- £37,500 - £45,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Work from home
Quick apply
Customer Success Supervisor
Wholegood —London
- £27,000 - £35,000 a year
- Weekend availability
- CRM software
- Management
- Customer service
Quick apply
Careers Information, Advice and Guidance (CIAG) Advisor – Prison Services
Get Set UK 1 —Sutton
- £28,500 - £31,000 a year
- Communication skills
- Annual leave
Quick apply
7d
Resident Liaison Officer
Equans —Croydon
- Up to £33,000 a year
- Full-time
- Maintenance
- Administrative experience
- Organisational skills
- Annual leave
- Employee discount
Client Resident Liaison Officer - Social Housing
Sureserve —London
- £28,000 - £32,000 a year
- Microsoft Outlook
- Microsoft Office
- Administrative experience
- Annual leave
- Employee assistance programme
Quick apply
Due Diligence Analyst (Remote or Hybrid)
Avantia Law —London
- £30,000 - £40,000 a year
- Full-time
- Remote
- Bachelor's degree
- Business
- Communication skills
Quick apply
Travel Consultant
Trailfinders —Guildford
- £44,000 - £49,000 a year
- Sales
Executive Assistant
Velos —London
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Corporate Receptionist - United Bank of Africa
ST James Facilities —London
- £31,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Customer service
Quick apply
14d
Corporate Receptionist - 21 St James Square
ST James Facilities —London
- £33,976.38 a year
- Full-time
- Customer service
- English
- Microsoft Office
Quick apply
Caregiver
Nurse Next Door Home Care Services —Worcester Park
- £14 - £21 an hour
- Part-time
- English
- In-person
- Paid training
- Referral programme
Quick apply
7d
Debt Recovery Agent
Abandoned Storage Auctions —Worcester Park
- £25,420 - £47,922 a year
- Full-time
- Analysis skills
- Data entry
- Financial services
- Free parking
Quick apply
12d
New Client Onboarding - Global Banking & Markets
Delta Capita —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- English
- Bachelor's degree
Quick apply
13d
Check In Agent
Omnia Resourcing —Crawley
- £13.76 - £14.46 an hour
- Temporary
- Customer service
- IT
- Communication skills

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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

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 sutton, eng

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

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

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

Customer Service Coordinator

Executive Assistant & Business Admin Support

Client Services Operative & Contract Administrator

Trainee Financial Advisor

Customer Success Supervisor

Careers Information, Advice and Guidance (CIAG) Advisor – Prison Services

Resident Liaison Officer

Client Resident Liaison Officer - Social Housing

Due Diligence Analyst (Remote or Hybrid)

Travel Consultant

Executive Assistant

Corporate Receptionist - United Bank of Africa

Corporate Receptionist - 21 St James Square

Caregiver

Debt Recovery Agent

New Client Onboarding - Global Banking & Markets

Check In Agent

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

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