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

Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Admin Assistant, Wealth Management
SeventySeven Wealth Management —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
3d
Financial Services Administrator
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
3d
Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
HR Consultant
GF HR Consulting —Royal Tunbridge Wells
- Part-time
- Human resources
- IT
- School
Quick apply
9d
Senior Account Manager
ERGOS UK —Crawley
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Sales
- Analysis skills
- Contracts
- Free parking
- Work from home
Quick apply
Advisor Support, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- SharePoint
- Financial services
- Tax experience
- Free parking
- Referral programme
Quick apply
Maintenance Advisor
ECMS Services —Sevenoaks
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Client Care Advisor
Pennard Vets —Maidstone
- £26,436.80 a year
- Full-time
- Hospitality
- Laboratory experience
- In-person
- Employee assistance programme
- Employee discount
Quick apply
2d
Accounts Assistant - Part Time
Navis Agere Limited —West Malling
- £30,000 - £35,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee assistance programme
Quick apply
Education Client Advisor
Marsh —Haywards Heath
- Full-time
- Hybrid work
- Organisational skills
Mortgage Administrator
Gordon Blair Financial Services —Hastings
- £25,000 a year
- Full-time
- Google Suite
- Microsoft Office
- Administrative experience
Quick apply
Client Advisor
Marsh —Haywards Heath
- Full-time
- Hybrid work
- Organisational skills
Trainee Health and Safety Advisor
JDT Group —Westerham
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Employee assistance programme
- Sick pay
Quick apply
2d
Health and Safety Advisor
JDT Group —Westerham
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- Employee assistance programme
- Sick pay
Quick apply
2d
Financial and Protection Advisor
Asset Wealth Advisory —Ashford
- £24,420.00 - £98,326.07 a year
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Free parking
- Work from home
Quick apply
Mental Health Debt and Benefits Advisor
Citizens Advice —Crawley
- £28,000 a year
2d
Showroom Sales Manager
Bathroom Showroom —Eastbourne
- Full-time
- Sales
- CAD
- Annual leave
- Employee assistance programme
Service Advisor
COLAS ROADS UK —Ringmer
- £27,000 - £29,000 a year
- Customer service
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
Health & Safety and Environment Advisor
VINCI Facilities UK —Maidstone
- Full-time
- Travel
- Construction experience
- In-person
Quick apply

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Admin Assistant

GF HR Consulting
Lamberhurst

Quick apply

Job details

Full-time

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

Customer service
Salesforce
Microsoft Office
SharePoint
Financial services
Communication skills
Tax experience

Full job description

Job Advert

Are you ready to take on an exciting admin role in a growing local financial services business?

Our Client is looking for an Admin Assistant to join their small but growing team. This is a client facing role which will involve being the first point of call for most clients when liaising with SeventySeven and working closely with their Advisors to provide a high-quality excellent level of service.

This is a fantastic opportunity for someone wanting to take the next step in their career within financial services which provides an opportunity to grow and take on more responsibility over time in a supportive, fast paced environment.

About Seventy Seven Wealth Management

SeventySeven Wealth Management Ltd has been a progressive and continually evolving group for over 30 years. They pride themselves on the service they deliver to their clients, where excellence is key. Their core values are integrity, honesty, efficiency, reliability, commitment, dependability, respect and loyalty. These values sit at the foundation of everything they do and in what they will look for in any future team member. The team at SeventySeven Wealth Management Ltd work together with their chosen partner St. James’s Place to provide exceptional outcomes for our clients.

The opportunity

Reporting to the Head of Client Care, this role forms part of a multi‑skilled Client Support team responsible for supporting the entire client journey — from handling incoming calls and coordinating meeting bookings through to completing post‑meeting actions and liaising with third‑party providers — to ensure that the client experience is consistently smooth, positive and delivered to an exceptional standard.

Key responsibilities will include:

Telephone clients to arrange their annual review with their Advisor
Preparing the client file for their meeting with their Advisor.
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.
Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team
Photocopying, scanning and uploading documents to electronic client records
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 succeed in this role, you must have a positive attitude and exceptional customer service skills. You must be organised and professional with an eye for detail.

To ensure their clients receive an exceptional level of service, you will demonstrate:

A high level of motivation and a strong commitment to delivering outstanding client care
A professional and mature approach across all areas of the business
Effective problem‑solving abilities
Strong attention to detail
Excellent communication skills and the ability to collaborate well within a team
Confidence working to deadlines, particularly when managing time‑critical tasks such as processing withdrawals, along with the ability to balance competing priorities
Initiative and a proactive approach to completing tasks
A positive, solutions‑focused attitude
Familiarity with Office 365, SharePoint, Salesforce and OneDrive (preferred)
Previous experience within the financial services industry (desirable but not essential)

In return you will have the opportunity to work for a fast growing, prestigious company based in newly refurbished offices set within beautiful country surroundings.

Benefits include, free on-site parking, an Employee/Client referral programme, Professional Study support, Pension and an extra day off for your birthday.

Due to the location of the office your own transport is essential.

Quick apply

Refine Your Search

client advisor jobs in lamberhurst, esx

Admin Assistant

Admin Assistant, Wealth Management

Financial Services Administrator

Administrator, Financial Services

HR Consultant

Senior Account Manager

Advisor Support, Wealth Management

Maintenance Advisor

Client Care Advisor

Accounts Assistant - Part Time

Education Client Advisor

Mortgage Administrator

Client Advisor

Trainee Health and Safety Advisor

Health and Safety Advisor

Financial and Protection Advisor

Mental Health Debt and Benefits Advisor

Showroom Sales Manager

Service Advisor

Health & Safety and Environment Advisor

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