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

Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
1d
Aftersales Advisor
BCA —Tonbridge
- £14.54 an hour
- Monday to Friday
- Customer service
- Salesforce
- Data entry
- Employee assistance programme
- Employee discount
Quick apply
6d
Retail Sales Advisor - Eastbourne
Oak Furnitureland —Eastbourne
- £47,000 - £50,000 a year
- Full-time
- Sales
- Retail sales
- Free parking
- Employee assistance programme
6d
Customer Service Advisor
Hastings Direct —Bexhill
- £26,230 - £29,500 a year
- Weekend availability
- Hybrid work
- Communication skills
- Life insurance
- Referral programme
5d
Sunday Sales Advisor
PetsCorner —Royal Tunbridge Wells
- £10.85 - £12.71 an hour
- 8 hour shift
- Heavy lifting
- Customer service
- IT
- Employee discount
Customer Service Advisor
One Answer Insurance Services Ltd —Polegate
- Full-time
- Sales
- Customer service
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
23h
Renewals Customer Advisor
Hastings Direct —Bexhill
- £26,230 - £29,500 a year
- Weekend availability
- Hybrid work
- Communication skills
Customer Advisor Renewals
Hastings Direct —Bexhill
- £26,230 - £29,500 a year
- Weekend availability
- Hybrid work
- Communication skills
- Life insurance
- Referral programme
5d
People & Culture Lead
zendbox —Paddock Wood
- £55,000 - £60,000 a year
- Full-time
- Hybrid work
- Human resources
- Free parking
- Work from home
Quick apply
Housing Options Advisor - 12 Month FTC
Tunbridge Wells Borough Council —Royal Tunbridge Wells
- £31,612 - £35,237 a year
- Full-time
- Hybrid work
- Free parking
- Annual leave
6d
Insurance Advisor
Howden Group Holdings —Maidstone
- Full-time
- Hybrid work
- Employee discount
Administrator, Financial Services
GFHR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
UCAS Advisor & Oxbridge Coordinator
Newstead Wood School —London
- Full-time
- School
Teaching Assistant
LeighAcademiesTrust —Tonbridge
- £19,013 - £25,166 a year
- School
Head of Communications and Engagement
Sussex Police —Lewes
- £85,359 - £101,163 a year
- Weekend availability
- No degree
- Travel
- Agile
- Annual leave
- Employee discount
4d
Service Advisor
COLAS —Ringmer
- £27,000 - £29,000 a year
- Customer service
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
1d
Retail Travel Advisor
TUI —Hailsham
- From £13.09 an hour
- Part-time
- Customer service
- Employee discount
Sales Advisor
PetsCorner —Tonbridge
- £10.85 - £12.71 an hour
- Part-time
- Heavy lifting
- Customer service
- IT
- Employee discount
Customer Sales Advisor
Halfords —Royal Tunbridge Wells
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
4d
Weekend Sales Advisor
PetsCorner —Lewes
- £10.85 - £12.71 an hour
- Part-time
- Heavy lifting
- Customer service
- IT
- Employee discount

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Admin Assistant

GF HR Consulting
Lamberhurst

Quick apply

Job details

Full-time
1 day ago

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

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

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

career advisor jobs in lamberhurst, esx

Admin Assistant

Aftersales Advisor

Retail Sales Advisor - Eastbourne

Customer Service Advisor

Sunday Sales Advisor

Customer Service Advisor

Renewals Customer Advisor

Customer Advisor Renewals

People & Culture Lead

Housing Options Advisor - 12 Month FTC

Insurance Advisor

Administrator, Financial Services

UCAS Advisor & Oxbridge Coordinator

Teaching Assistant

Head of Communications and Engagement

Service Advisor

Retail Travel Advisor

Sales Advisor

Customer Sales Advisor

Weekend Sales Advisor

I want to receive the latest job alerts for career advisor in lamberhurst, esx

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