Wealth Management Admin & Client Care Specialist

GFHR Consulting Ltd; Lamberhurst; On-site; GBP 21,000 - 28,000; 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 in Lamberhurst is seeking an Administrative Assistant to join a growing client support team. You will be the first point of contact for clients, coordinate meeting bookings, and work closely with Advisors to deliver a high level of service.

This role offers a path to increased responsibility within wealth management. Strong org skills, client focus, and excellent communication are essential for success in this fast‑paced team.

Qualifications

• Excellent customer service and communication skills.
• Organised and detail‑oriented with strong data entry abilities.
• Proficiency with Office 365 applications and related tools.
• Experience liaising with clients and coordinating meetings in a financial services context (desirable).

Responsibilities

• Telephone clients to arrange annual reviews with Advisors.
• Prepare client files for meetings with Advisors.
• Complete post‑meeting actions including notes and ongoing letters.
• Process withdrawals and fund switches; liaise with third parties as needed.
• Produce cash flow modelling reports and fund performance comparisons.
• Handle document filing, scanning, uploading, and data entry to maintain 77wm records.
• Support the advisory team and other departments as required.

Skills

Telephone calls handling

Client liaison

Data entry

Organised

Customer service

Office 365

SharePoint

Salesforce

OneDrive

Tools

Office 365

SharePoint

Salesforce

OneDrive

Job description

SeventySeven Wealth Management Ltd in Lamberhurst is seeking an Administrative Assistant to join a growing client support team. You will be the first point of contact for clients, coordinate meeting bookings, and work closely with Advisors to deliver a high level of service.

This role offers a path to increased responsibility within wealth management. Strong org skills, client focus, and excellent communication are essential for success in this fast‑paced team.