Wealth management advisor Work, Jobs in Lamberhurst, Esx (with Salaries)

Admin Assistant, Wealth Management
SeventySeven Wealth Management —Lamberhurst
- Full-time
- Customer service
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Advisor Support, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- SharePoint
- Financial services
- Free parking
- Referral programme
Quick apply
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Financial Services Administrator
GF HR Consulting —Lamberhurst
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
- Annual leave
HMP Cookham Wood and Rochester Learning and Skills Manager
Ministry of Justice —Rochester
- £40,001 - £50,000 a year
- Full-time
- Hybrid work
- Management
- Presentation skills
- Budgeting
- Annual leave
6d
Retail Sales Advisor
Brewers Decorator Centres —Royal Tunbridge Wells
- £28,136 a year
- Customer service
- Communication skills
- Retail sales
- Employee assistance programme
5d
Relief Duty Manager
McCarthy & Stone —Uckfield
- £12.24 - £15.24 an hour
- Part-time
- Management
- In-person
- Employee discount
Quick apply
7d
Senior Analytics Manager
Quilter —London
- Full-time
- Leadership
- Communication skills
11d

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Admin Assistant, Wealth Management
SeventySeven Wealth Management —Lamberhurst
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…
Quick apply
Advisor Support, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
Completion of post meeting actions following a client meeting, including the Confidential Financial Review, preparing the ongoing advice letter, processing…
Quick apply

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wealth management advisor jobs near lamberhurst, esx

Admin Assistant, Wealth Management

SeventySeven Wealth Management
Lamberhurst

Quick apply

Job details

Full-time

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

Pension
Customer service call handling
Meeting coordination
Inbound customer enquiry call handling
Customer service
Stakeholder liaison
Filing
Internal department liaison
Appointment booking and call handling
Financial services
Communication skills

Full job description

Job Advert

Are you ready to take on an exciting admin role in a growing Wealth Management business based in Lamberhurst?

We are looking for an Administrative Assistant to join our 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 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 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 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

wealth management advisor jobs in lamberhurst, esx

Admin Assistant, Wealth Management

Advisor Support, Wealth Management

Admin Assistant

Financial Services Administrator

Administrator, Financial Services

Financial Adviser Administrator

HMP Cookham Wood and Rochester Learning and Skills Manager

Retail Sales Advisor

Relief Duty Manager

Senior Analytics Manager

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