Client care administrator, financial services Work, Jobs in Lamberhurst, 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
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
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Financial controller/ bookeeper
180 Degrees Bar and Kitchen —Haywards Heath
- From £16 an hour
- Part-time
- Microsoft Excel
- In-person
- Restaurant
- Free parking
- Flexible schedule
Quick apply
Facilities Helpdesk Administrator
Oakwood Construction Services —Maidstone
- £24,000 - £28,500 a year
- Full-time
- Maintenance
- English
- Microsoft Office
Quick apply
Finance Assistant
Kogo Limited —East Grinstead
- £26,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Sick pay
Quick apply
7d
Admin Assistant
Burfields House Wealth Management —Goudhurst
- Full-time
- CRM software
- IT
- Financial services
- Paid training
- Annual leave
Advisor Support
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- SharePoint
- Financial services
- Free parking
- Referral programme
Quick apply
7d
Sales Ledger and Data Analyst
Clock House Farm Ltd —Maidstone
- £29,000 - £35,000 a year
- Full-time
- Analysis skills
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
13d
HR & Payroll Administrator
Holy Cross Care Home —Heathfield
- £30,000 - £34,000 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Human resources
- Referral programme
Quick apply
13d
Accounts Apprentice
McCabe Ford Williams —Cranbrook
- From £15,600 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
Finance Assistant
Clearwell Mobility —Burgess Hill
- £26,000 - £27,000 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Finance
- Free parking
- Employee discount
Quick apply
2h
Compliance and Risk Assistant
Big Motoring World —Gillingham
- £33,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Store discount
Quick apply
Deputy Town Clerk and Finance Manager
Haywards Heath Town Council —Haywards Heath
- £35,412 - £44,075 a year
- Full-time
- Financial services
- In-person
- Leadership
- Free parking
- Sick pay
Quick apply
11d
Sales Ledger Administrator
Coussens of Bexhill Ltd —Bexhill
- From £24,570 a year
- Part-time
- Microsoft Excel
- Sales
- Computer literacy
Quick apply
7d
Customer Account Administrator
H E Group Limited —Rochester
- From £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Free parking
Quick apply
3h
Part-time Credit Controller
Agile Media Ltd —Burgess Hill
- £15 - £18 an hour
- Part-time
- Hybrid work
- English
- In-person
Quick apply
4h
Part-time Accounts / Finance Assistant
Laptronic Systems Limited —Gillingham
- £17,500 - £21,500 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Accounting
- Free parking
- Annual leave
Quick apply
1h
Recovery Negotiator Advisor
Hastings Direct —Bexhill
- From £28,800 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Life insurance
- Referral programme

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client care administrator, financial services jobs near lamberhurst, 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

client care administrator, financial services jobs in lamberhurst, esx

Client Care Administrator, Financial Services

Administrator, Financial Services

Financial Adviser Administrator

Admin Assistant

Financial controller/ bookeeper

Facilities Helpdesk Administrator

Finance Assistant

Admin Assistant

Advisor Support

Sales Ledger and Data Analyst

HR & Payroll Administrator

Accounts Apprentice

Finance Assistant

Compliance and Risk Assistant

Deputy Town Clerk and Finance Manager

Sales Ledger Administrator

Customer Account Administrator

Part-time Credit Controller

Part-time Accounts / Finance Assistant

Recovery Negotiator Advisor

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