Client Servicing Administrator/Personal Assistant

4 weeks ago


Westerham Kent, United Kingdom Westerham Financial Services Ltd Full time

Company Description

Westerham Financial Services Limited is a Senior Partner Practice of St. James’s Place Wealth Management, providing personal, confidential, and bespoke financial advice. With a tailored service and the backing of St. James's Place distinctive approach to wealth management, Westerham Financial Services aims to help clients achieve their life goals through structured financial management. The company works closely with clients to build long-term relationships and regularly discusses their financial needs and goals in a changing world.

Role Description

This is a full-time hybrid role as a Client Servicing Administrator/Personal Assistant at Westerham Financial Services Ltd located in Westerham, with flexibility for some remote work. The role involves basic administrative duties which are subject to and not inclusive of: end to end business processing, fund switches, sending & receiving Letters of authority, l iaising with third parties, and dealing with plan information. Liaising and updating clients, managing adviser diaries, booking meetings & collating relevant information for meeting packs.

Qualifications

Experience in the Financial Services industry - essential

Client Services and Customer Satisfaction skills

Excellent communication skills

Experience in customer service

Strong organisational skills

Attention to detail

Ability to work independently and remotely

Proficient in using office software



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