Client services Work, Jobs in New Haw, Eng (with Salaries)

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
7d
Front House Coordinator ( Flexible Hours )
Impact Food Group —Woking
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
- Annual leave
- Employee discount
Quick apply
2d
Service Coordinator
Accent Services —Shepperton
- From £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
2d
Client Services Liaison
TAG Aviation —Farnborough
- Weekend availability
- Customer service
- English
- Travel
- Annual leave
- Employee assistance programme
Quick apply
14d
Travel Consultant
Trailfinders —Richmond
- £44,000 - £49,000 a year
- Sales
Client Services Manager
Socaan Business Solutions Ltd —London
- £3,800 - £4,300 a month
- Full-time
- Management
- Customer service
- English
Quick apply
3d
Partnerships Associate
Juno —London
- £28,000 a year
- Full-time
Quick apply
IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
Customer Service Representative
Speedy Freight Kingston —Walton-on-Thames
- £27,000 - £29,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Sales & Events Supervisor
Foxhills Club & Resort —Chertsey
- Weekend availability
- Microsoft Office
- Hotel
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
10d
Temp to Perm Part Time Evening Cleaner
May Harris Multi Services —Twickenham
- £13.85 an hour
- Part-time
- English
- Organisational skills
- In-person
- Referral programme
Quick apply
Client Services Coordinator
Wilmington plc —London
- £28,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Customer service
- English
- Annual leave
- Employee discount
9d
Travel Sales Consultant
Trailfinders —Kingston upon Thames
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Contract Manager - Cleaning
BidvestNoonan —West Byfleet
- £46,000 a year
- Full-time
- Leadership
- Communication skills
Quick apply
Event Coordinator
The GOAT Mongolian kitchen Lounge —London
- £24,420 - £60,000 a year
- Temporary
- Hospitality
- Hotel
- Organisational skills
Quick apply
Independent Advocate in Mental Health
Advent Advocacy —Horley
- From £24,800 a year
- Part-time
- Health & wellbeing programme
- Sick pay
Quick apply
Executive Assistant
Velos —London
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
10d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Part Time School Cleaning Supervisor (Working Supervisor) (12.5 Hours Per Week)
Monitor Group —Cobham
- £14.45 an hour
- Part-time
- Customer service
- English
- Supervising experience
Quick apply
9d
Investigations & Collections Officer
Dukes Bailiffs Limited —London
- From £28,900 a year
- Full-time
- Customer service
- No experience needed
- Driving
- Health & wellbeing programme
- Flexitime
Quick apply
14d

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Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Spring Wealth Management
Epsom

Quick apply

Job details

Permanent | Full-time
£25,500 - £28,000 a year
7 days ago

Benefits

Employee mentoring programme
Financial planning services
Company pension
Employee discount
Life insurance
Sick pay
On-site parking

Qualifications

Microsoft Excel
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

A busy and growing financial adviser practice are looking for someone to join their team as an PA / Administrator to assist with growing business volumes. You will be working as part of a vibrant and busy team assisting the advisers with ensuring that we deliver a 1st class service for our clients. Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where you will be writing up more complex cases (such as investment and pension transfers).

You will be primarily responsible for:

Contacting (phone, email and letter) new and existing clients to schedule meetings
Document the follow up to those meetings
Action requests / follow ups from client meetings
Deal with both internal and external administration functions
Sending off letters of authority to 3rd party providers then chasing up the resulting info
Utilising and documenting on our CRM System (Salesforce)
Writing up basic reports
Dealing with Ad-Hoc client requests
Prepare Meeting and Review Packs
Carry out and Document AML checks
Working as part of a team to ensure a smooth and seamless administration function for clients.

The Person:

Must be confident, articulate and able to communicate
Ideally has experience as an office or business administrator
Has excellent attention to detail and able to manage time effectively
Is comfortable managing multiple reponsibilities and prioritising requirements
Someone who is enthusiastic and can overcome challenges
Has a positive attitude, can manage themselves, competent and professional
Is proactive and can contribute towards future development of the Practice
Keen on learning and developing themselves

Prior experience in financial services would be highly desirable but is not essential, an interest in this area is certainly beneficial though. Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as provide support and training from qualified people within the practice. There will also be the opportunity to progress into other roles within the practice for the right person (should they wish), full training will be supplied.

Package includes pension matching, life insurance, critical illness insurance, income protection and 24 days holiday a year as well as bonsues linked to team performance.

We will need someone to be working in office 5 days a week so flexible working is not an option.

Job Types: Full-time, Permanent

Pay: £25,500.00-£28,000.00 per year

Benefits:

Company pension
Employee discount
Employee mentoring programme
Financial planning services
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

Refine Your Search

client services jobs in new haw, eng

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Front House Coordinator ( Flexible Hours )

Service Coordinator

Client Services Liaison

Travel Consultant

Client Services Manager

Partnerships Associate

IFA Administrative Assistant

Customer Service Representative

Sales & Events Supervisor

Temp to Perm Part Time Evening Cleaner

Client Services Coordinator

Travel Sales Consultant

Contract Manager - Cleaning

Event Coordinator

Independent Advocate in Mental Health

Executive Assistant

IFA Administrator

Part Time School Cleaning Supervisor (Working Supervisor) (12.5 Hours Per Week)

Investigations & Collections Officer

I want to receive the latest job alerts for client services in new haw, eng

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