Financial advisor Work, Jobs in Benenden, Ken (with Salaries)

Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Admin Assistant, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
11d
Advisor Support, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- SharePoint
- Financial services
- Free parking
- Referral programme
Quick apply
Trainee Insurance Advisor
NFU Mutual Agency —Royal Tunbridge Wells
- Full-time
- CRM software
- Customer service
- Financial services
- Free parking
- Employee discount
Financial Services Administrator
GF HR Consulting —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
11d
Sales Advisor
The White Company —Royal Tunbridge Wells
- Cash handling
- Employee discount
Recruitment Associate
Brewers Decorator Centres —Eastbourne
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Recruiting
- Employee assistance programme
12d
BUPA Health Advisor - SMC
KIMS Hospital —Maidstone
- £26,500 - £28,000 a year
- 8 hour shift
- Free parking
- Annual leave
11d
Senior Financial Support Advisor
Evlo —Chatham
- Hybrid work
- Mentoring
- Communication skills
- Employee discount
Quick apply
5d
Sales Advisor
The Perfume Shop —Royal Tunbridge Wells
- Up to £13.04 an hour
- Customer service
- Employee discount
Head of Finance
Lawfront —Maidstone
- Full-time
- Analysis skills
- Communication skills
Aftersales Manager
Marshall Motor Group —Ashford
- Customer service
- Analysis skills
- Training & development
- Annual leave
- Employee discount
Quick apply
Warranty Advisor
Lookers —Tonbridge
- £32,000 a year
- Full-time
- Computer skills
- Annual leave
Quick apply
3d
Delivery Partner Manager, UKIE DPM
Amazon UK Services Ltd. —Maidstone
- Weekend availability
- English
- Master's degree
- Bachelor's degree
Head of External Reporting
Cygnet —West Malling
- Up to £80,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Leadership
- Employee discount
General Practitioner
Bupa —Royal Tunbridge Wells
- Part-time
- BLS Certification
- Microsoft Office
- IT
- Gym membership
- Life insurance
Quick apply
Customer Sales Advisor
Halfords —Ashford
- £11.28 - £13.14 an hour
- Part-time
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Parts Supervisor
Marshall Motor Group —Royal Tunbridge Wells
- Annual leave
- Employee discount
Quick apply
Relief Pharmacist
Boots —Eastbourne
- Weekend availability
- Communication skills
- Employee assistance programme
- Employee discount
Accounts Assistant - Part Time
Navis Agere Limited —West Malling
- £30,000 - £35,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Management
- Free parking
- Employee assistance programme
Quick apply

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Administrator, Financial Services

SeventySeven Wealth Management
Royal Tunbridge Wells

Quick apply

Job details

Full-time

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

Pension
Customer service call handling
Meeting coordination
Inbound customer enquiry call handling
Stakeholder liaison
Filing
Internal department liaison
Appointment booking and call handling
Customer support
Financial services
Customer interaction
Communication skills

Full job description

Job Advert

Are you an organised and customer-focused administrator looking for your next career move? Would you like to join a growing financial services business where your contribution is valued and your career can develop over time?

We are looking for a Client Care Administrator to join our friendly and expanding Client Support team.

This is a varied, client-facing role where you will be the first point of contact for many of our clients, helping to deliver an exceptional customer experience while supporting our team of Financial Advisers. You'll build strong relationships with clients, coordinate administrative activities and play a key role in ensuring everything runs smoothly behind the scenes.

Whether you already have experience within financial services or are looking to further develop your skills in a professional services environment, this role offers an excellent opportunity to grow your knowledge, take on increasing responsibility and build a rewarding long-term career.

About Seventy Seven Wealth Management

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

The opportunity

Reporting to the Client Care Manager, 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 our 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

financial advisor jobs in benenden, ken

Administrator, Financial Services

Admin Assistant, Wealth Management

Advisor Support, Wealth Management

Trainee Insurance Advisor

Financial Services Administrator

Sales Advisor

Recruitment Associate

BUPA Health Advisor - SMC

Senior Financial Support Advisor

Sales Advisor

Head of Finance

Aftersales Manager

Warranty Advisor

Delivery Partner Manager, UKIE DPM

Head of External Reporting

General Practitioner

Customer Sales Advisor

Parts Supervisor

Relief Pharmacist

Accounts Assistant - Part Time

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