Client-Facing Financial Services Administrator | Growth & Perks

GFHR Consulting Ltd; Lamberhurst; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Free on-site parking

Employee/Client referral programme

Professional Study support

Pension

An extra day off for your birthday

Job summary

SeventySeven Wealth Management Ltd is seeking an Administrator to join their client-facing team in Tunbridge Wells. You will be the first point of contact for clients, coordinating meetings, processing actions after meetings, and liaising with the Advisors and third parties to deliver a high level of service.

The role involves handling calls, managing documents, and supporting the advisory team in a fast-paced, client-centered environment with opportunities to develop.

Qualifications

• Positive attitude and exceptional customer service skills.
• Organised and professional approach with strong attention to detail.
• Excellent communication skills and ability to work in a team.
• Willingness to liaise with clients and third parties to ensure service quality.

Responsibilities

• Telephone clients to arrange their annual review with their Advisor.
• Prepare the client file for meetings with Advisors.
• Complete post-meeting actions, including confidential reports and ongoing letters.
• Liaise with third party providers and internal teams to support clients.
• Handle client queries by phone, email, or letter and maintain records.
• Scan, photocopy, and upload documents to electronic client records.
• Ensure data entry and filing adhere to procedures and maintain data accuracy.
• Assist with other departments as required.

Skills

Customer service

Organised

Attention to detail

Communication skills

Team collaboration

Problem solving

Time management

Office 365

SharePoint

Salesforce

OneDrive

Tools

Office 365

SharePoint

Salesforce

OneDrive

Job description

SeventySeven Wealth Management Ltd is seeking an Administrator to join their client-facing team in Tunbridge Wells. You will be the first point of contact for clients, coordinating meetings, processing actions after meetings, and liaising with the Advisors and third parties to deliver a high level of service.

The role involves handling calls, managing documents, and supporting the advisory team in a fast-paced, client-centered environment with opportunities to develop.