Financial administrator Work, Jobs in Frant, Esx (with Salaries)

Client Care Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Corporate Sector Administrator
AXA —Royal Tunbridge Wells
- Up to £26,000 a year
- Microsoft Excel
- Microsoft Outlook
5d
Business Support and Finance Administrator
Curd and Cure Ltd —Staplehurst
- £25,000 - £30,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
Administrator, Financial Services
GFHR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Financial Planning Administrator
Financial Divisions —Maidstone
- £35,000 - £45,000 a year
- Annual leave
20h
Corporate Sector Administrator - 12 month FTC
AXA —Royal Tunbridge Wells
- Up to £26,000 a year
- Microsoft Excel
- Microsoft Outlook
5d
Full time bookkeeper and accounts administrator
Ockenden Manor Hotel & Spa —Cuckfield
- £28,000 a year
- Full-time
- Microsoft Excel
- Hotel
- Analysis skills
- Free parking
Quick apply
5d
Administrator
Brighton & Hove City Council —Brighton
- £28,142 - £28,598 a year
- Presentation skills
- Organisational skills
- AI
6d
Broker Support Coordinator / Administrator - Full Time
Halo Corporate Finance Limited —Horsham
- £26,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- No experience needed
- Free parking
Quick apply
7d
Financial Planning Administrator
Eden Rose —Sussex
- £30,000 - £33,000 a year
- Financial services
- Communication skills
Events Organiser Office Administrator
Sovereign Harbour Yacht Club —Eastbourne
- £21,900 - £22,900 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Free parking
- Employee discount
Quick apply
6d
Finance Change Lead
1st Central —Haywards Heath
- Up to £70,000 a year
- Microsoft Excel
- ERP systems
- Microsoft Office
Business Support Administrator
Menzies LLP —Gatwick Airport
- Full-time
- Hospitality
- Customer service
- Microsoft Office
11d
Administrator
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Business Intelligence & Revenue Administrator
Commercial Services Group —West Malling
- £26,500 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Communication skills
Quick apply
5d
Business Support Administrator
Virtuoso —West Malling
- £30,000 - £35,000 a year
- Full-time
- Microsoft Office
- Contracts
- Communication skills
- Paid training
- Annual leave
Quick apply
Mortgage Administrator (on site)
Wooton & Bean —Haywards Heath
- £25,000 - £30,000 a year
- Full-time
- Basic maths
- English
- Financial services
Quick apply
8d
Senior IFA Administrator
Financial Divisions —Maidstone
- £35,000 - £45,000 a year
- Annual leave
20h
Administrator
BAE Systems —Rochester
- £26,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
12d

I want to receive the latest job alerts for financial administrator in frant, esx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial administrator jobs near frant, esx

Client Care 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

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

Full job description

Job Advert

Do you have strong administrative skills? Are you looking for a new role in a growing local business?

We are looking for a Client Care Administrator to join our small but growing Client Support 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 our 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. 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 administrator jobs in frant, esx

Client Care Administrator, Financial Services

Corporate Sector Administrator

Business Support and Finance Administrator

Administrator, Financial Services

Financial Adviser Administrator

Financial Planning Administrator

Corporate Sector Administrator - 12 month FTC

Full time bookkeeper and accounts administrator

Administrator

Broker Support Coordinator / Administrator - Full Time

Financial Planning Administrator

Events Organiser Office Administrator

Finance Change Lead

Business Support Administrator

Administrator

Business Intelligence & Revenue Administrator

Business Support Administrator

Mortgage Administrator (on site)

Senior IFA Administrator

Administrator

I want to receive the latest job alerts for financial administrator in frant, esx

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected