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

Admin Assistant
GF HR Consulting —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
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
Client Advisor
Marsh —Haywards Heath
- Full-time
- Hybrid work
- Organisational skills
Education Client Advisor
Marsh —Haywards Heath
- Full-time
- Hybrid work
- Organisational skills
Employment Advisor
Get Set UK 1 —Crawley
- £26,500 - £29,000 a year
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Mental Health Debt and Benefits Advisor
Citizens Advice —Crawley
- £28,000 a year
10d
Sales Advisor – German Speaking
Fender —East Grinstead
- Microsoft Word
- Organisational skills
- Communication skills
Projects Customer Advisor
Commercial Services Group —Aylesford
- £28,500 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
Quick apply
6d
Business Development Consultant (Part-Time) - Home Care
Heart2Heart Care Ltd —Crawley
- £18 - £22 an hour
- Part-time
- Hybrid work
- CRM software
- Sales
- Business development
Quick apply
HRBP
Demelza —Sittingbourne
- £21.18 an hour
- Full-time
- Management
- Continuous improvement
- Human resources
2d
Project Accountant
South East Water —Snodland
- £45,000 - £55,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Continuous improvement
- Annual leave
2d
Environmental Sustainability Manager
Balfour Beatty —Lewes
- Hybrid work
- Travel
- Contracts
- Training & development
- Annual leave
Chief Finance Officer - Kent
The CFO Centre —Maidstone
- Hybrid work
Quick apply
Tax Manager - Advisory
RMT Accountants & Business Advisors —Crawley
- Hybrid work
- Writing skills
- Mentoring
- Tax experience
8d
Tax Manager - Private Client
RMT Accountants & Business Advisors —Crawley
- Hybrid work
- Writing skills
- Communication skills
- Tax experience
8d
Registered Veterinary Nurse - Part Time
Companion Care —Gillingham
- Up to £31,500 a year
- Part-time
- Nursing
- Employee discount
10d
Senior Associate Civil Engineer - Infrastructure
Stantec —Ashford
- Civil engineering
- Business development
- Training & development
- Annual leave
Regional Performance Manager
OCS Group —Crawley
- Remote
- Continuous improvement
- Mentoring
- Contracts
Quick apply

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Admin Assistant

GF HR Consulting
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
Communication skills

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

Advisor Support, Wealth Management

Senior Account Manager

Client Advisor

Education Client Advisor

Employment Advisor

Mental Health Debt and Benefits Advisor

Sales Advisor – German Speaking

Projects Customer Advisor

Business Development Consultant (Part-Time) - Home Care

HRBP

Project Accountant

Environmental Sustainability Manager

Chief Finance Officer - Kent

Tax Manager - Advisory

Tax Manager - Private Client

Registered Veterinary Nurse - Part Time

Senior Associate Civil Engineer - Infrastructure

Regional Performance Manager

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