Client care administrator, financial services Work, Jobs in Lamberhurst, Eng (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
Administrator, Financial Services
GFHR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Administrator
McNaughton's landscaping Ltd —Crowborough
- £14 - £16 an hour
- Part-time
- Microsoft Excel
- Accounting
- QuickBooks
- Free parking
- Annual leave
Quick apply
13h
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
4d
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Admin Assistant
Burfields House Wealth Management —Goudhurst
- Full-time
- CRM software
- IT
- Financial services
- Paid training
- Annual leave
Finance Controller
SWM Roofing LTD —Biddenden
- £39,000 - £65,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Organisational skills
Quick apply
14h
Finance & Fulfilment Administrator
Good Life —Orpington
- £25,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- In-person
- Work from home
Quick apply
8d
Finance / Business Admin Apprentice
MEP Ltd —Aylesford
- £16,224 a year
- Full-time
- In-person
Quick apply
2d
Rebate Administrator
Sysco —Ashford
- Part-time
- Employee discount
3d
Facilities Helpdesk Administrator
Oakwood Construction Services —Maidstone
- £24,000 - £28,500 a year
- Full-time
- Maintenance
- English
- Microsoft Office
Quick apply
8d
Payroll Assistant
Price & Company —Eastbourne
- From £14.50 an hour
- Part-time
- Microsoft Office
- In-person
- Communication skills
- Annual leave
Quick apply
8d
Sales Administrator (Host Co-ordinator)
3 Bridge Solution CIC —Crawley
- From £26,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Flexitime
Quick apply
14h
Full time bookkeeper and accounts administrator
Ockenden Manor Hotel & Spa —Cuckfield
- £28,000 a year
- Full-time
- Microsoft Excel
- Hotel
- Analysis skills
- Free parking
- Annual leave
Quick apply
Head of Finance and Resources
Rockdale Housing Association —Sevenoaks
- £70,000 a year
- Full-time
- Hybrid work
- Management
- In-person
- Leadership
- Health & wellbeing programme
- Sick pay
Quick apply
3d
Pension Administrator
First Actuarial —Tonbridge
- Hybrid work
- Communication skills
- Annual leave
- Life insurance
Claims Administrator
Balfour Beatty —Lewes
- Hybrid work
- Customer service
- IT
- Communication skills
- Annual leave
Recovery Negotiator
Hastings Direct —Bexhill
- From £28,800 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Life insurance
- Referral programme
2d
Financial Assistant
Westpak Group Ltd —Orpington
- £30,000 a year
- Full-time
- Data entry
- Organisational skills
- Financial services
- Free parking
Quick apply
4d
Credit Hire Team Leader
The AA —Royal Tunbridge Wells
- Full-time
- Hybrid work
- Organisational skills
- In-person
- Leadership
- Annual leave
- Employee assistance programme
8d

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client care administrator, financial services jobs near lamberhurst, eng

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

client care administrator, financial services jobs in lamberhurst, eng

Client Care Administrator, Financial Services

Administrator, Financial Services

Administrator

Admin Assistant

Financial Adviser Administrator

Admin Assistant

Finance Controller

Finance & Fulfilment Administrator

Finance / Business Admin Apprentice

Rebate Administrator

Facilities Helpdesk Administrator

Payroll Assistant

Sales Administrator (Host Co-ordinator)

Full time bookkeeper and accounts administrator

Head of Finance and Resources

Pension Administrator

Claims Administrator

Recovery Negotiator

Financial Assistant

Credit Hire Team Leader

I want to receive the latest job alerts for client care administrator, financial services in lamberhurst, eng

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