Data administrator Work, Jobs in Halstead, Ken (with Salaries)

Financial Services Administrator
GF HR Consulting —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
12d
Bookkeeper & Office Administrator
Barzinji & Co Ltd —Croydon
- Up to £13,218.40 a year
- Part-time
- English
- Bachelor's degree
- Data entry
- Sick pay
Quick apply
6d
Merchandising Admin Assistant - 7 month FTC
UNIQLO —London
- Full-time
- Hybrid work
- Merchandising
- Analysis skills
- Computer skills
- Employee assistance programme
- Employee discount
Bookkeeper/Office Administrator
G-TEC DISTRIBUTION LTD —London
- £28,000 - £30,000 a year
- Full-time
- Computer literacy
- Microsoft Office
- QuickBooks
Quick apply
Part Time Maintenance and Admin Assistant
Central Support Ltd —London
- £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
Quick apply
Accounts Administrator
Joseph Gallagher Limited —Grays
- Full-time
- Computer literacy
- ERP systems
- Data entry
Merchandising Admin Assistant - 12 month FTC
UNIQLO —London
- Full-time
- Hybrid work
- Merchandising
- Analysis skills
- Computer skills
- Employee assistance programme
- Employee discount
Warehouse Admin
Uniserve (U K) Ltd —Tilbury
- Full-time
- Microsoft Word
- Continuous improvement
- Data entry
- Free parking
- Referral programme
Quick apply
6h
Pharmacy Receptionist and Data Analyst
Mid and South Essex NHS Foundation Trust —Basildon
- £25,760 a year
- Part-time
- Analysis skills
- Front desk
- Training & development
6d
School adminIstrator & PA (maternity cover)
Scuola di Sofia Italian school —London
- £28,000 a year
- Temporary
- Google Suite
- English
- Microsoft Office
Quick apply
Claims Finance Administrator
Berkeley Insurance Group —Basildon
- Full-time
- Communication skills
Admin/Stock Supervisor
Bestway Group —Croydon
- Full-time
- Customer service
- Data analysis skills
- Communication skills
- Annual leave
Quick apply
Office Administrator/Personal Assistant
Nathan K Real Estate —Clerkenwell
- £27,000 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
Quick apply
3h
Senior Pensions Projects Administrator
WTW —Redhill
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Mentoring
- Annual leave
- Employee assistance programme
6d
URBN - Payroll Administrator (12 Month FTC)
URBN —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Data entry
- Employee discount
- Gym membership
12d
Administration Analyst Team Leader
Reinsurance Group of America —London
- Full-time
- Continuous improvement
- Team management
- Organisational skills
Administrator (Maternity Cover, 12 Month FTC)
Fitch Ratings —London
- Microsoft Powerpoint
- Microsoft Outlook
- Salesforce
Sr. Equity Admin Analyst
Databricks —London
- Customer service
- Analysis skills
- Bachelor's degree
Project Manager / Business Analyst - FX Front Office / Payments
Delta Capita —London
- Full-time
- Hybrid work
- Banking
Quick apply
Day and Night Transport Admin Clerk
Warranty Solutions Group Ltd. —Romford
- £13.53 - £14.60 an hour
- Part-time
- Analysis skills
- Data entry
- Typing
- Free parking
Quick apply

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Financial Services Administrator

GF HR Consulting
Royal Tunbridge Wells

Quick apply

Job details

Full-time
12 days ago

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
Administrative support experience
Filing
Internal department liaison
Appointment booking and call handling
Customer support
Financial services
Communication skills

Full job description

Job Advert

Do you have some Admin experience? Are you looking for a new Financial Services role based in Tunbridge Wells?

Our Client is looking for an Administrator 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

data administrator jobs in halstead, ken

Financial Services Administrator

Bookkeeper & Office Administrator

Merchandising Admin Assistant - 7 month FTC

Bookkeeper/Office Administrator

Part Time Maintenance and Admin Assistant

Accounts Administrator

Merchandising Admin Assistant - 12 month FTC

Warehouse Admin

Pharmacy Receptionist and Data Analyst

School adminIstrator & PA (maternity cover)

Claims Finance Administrator

Admin/Stock Supervisor

Office Administrator/Personal Assistant

Senior Pensions Projects Administrator

URBN - Payroll Administrator (12 Month FTC)

Administration Analyst Team Leader

Administrator (Maternity Cover, 12 Month FTC)

Sr. Equity Admin Analyst

Project Manager / Business Analyst - FX Front Office / Payments

Day and Night Transport Admin Clerk

I want to receive the latest job alerts for data administrator in halstead, ken

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