Client Servicing Administrator/Personal Assistant
4 weeks ago
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
-
Assistant Client Administrator
3 weeks ago
Broadstairs, Kent, United Kingdom Connect2Kent Full timeConnect2Kent is currently seeking a Customer Experience Assistant to join a temporary on-going assignment with Kent County Council's Financial Assessment & Income Unit. £10 per hour Office based in Broadstairs Monday - Friday 09:00-17:00Job Purpose The Financial Assessment & Income Unit implement policies and legislation associated with the financial...
-
Customer Service
7 days ago
Westerham, United Kingdom Bridge Recruitment UK Ltd Full time**Project Co-ordinator/Customer Service** **Permanent, Full time opportunity** **Biggin Hill, Kent** **GBP24k PA** **8:30am - 5pm Monday to Friday** **Maintaining a high degree of customer service while organising installations equipment at new and existing client sites.** **Duties**: - Ensure that all installations are completed as required and on...
-
Senior Client Servicing Administrator
2 weeks ago
Canterbury, Kent, United Kingdom New Zealand Frost Fans Limited Full timeAdministrative Assistants (Administration & Office Support) Stellar Haus sells beautiful lights and homewares to retail stores through Australasia and Mish Fundraising supplies fun products to non-profits in Aotearoa. The two are run by a small hard working team that like to work hard and time our coffee and lunches together where possible. Spring and...
-
Westerham, Kent, United Kingdom WorkForce Recruitment Full timeLedger Clerk with Administrative Duties Type: Full-time, Permanent Hours: Monday to Friday, 08:00 to 17:00 Start Date: Immediate Holiday: 4 weeks per annum plus bank holidays Pension: Royal London Pension - 10% of Salary Join a well-respected, family-owned construction subcontractor based in Westerham. As a Ledger Clerk with varied administrative...
-
Administrator
7 days ago
Westerham, United Kingdom Office Angels Full time**Team Administrator - Financial Services** **£25,000 - £27,000 per annum + excellent benefits package (see below)** **Office Hours - Monday - Thursday 8.30-5pm, and a hald day on Fridays working remote!** **Hybrid; 1 extra day working from home following probation.** **Westerham** **Culture: Professional, supportive, training.** Are you looking for a...
-
Personal Assistant
1 week ago
Sevenoaks, Kent, United Kingdom Specialist Lift Services Ltd Full timeJob Title: Personal Assistant Location: Sevenoaks Contract Type: Part Time Company: Specialist Lift Services Ltd Job Overview: We are seeking a highly organised and efficient Personal Assistant to provide comprehensive administrative support to our Managing Director. The ideal candidate will have excellent communication skills, impeccable attention to...
-
Personal Assistant
1 week ago
Sevenoaks, Kent, United Kingdom Specialist Lift Services Ltd Full timeJob Title: Personal Assistant Location: Sevenoaks Contract Type: Part Time Company: Specialist Lift Services Ltd Job Overview: We are seeking a highly organised and efficient Personal Assistant to provide comprehensive administrative support to our Managing Director. The ideal candidate will have excellent communication skills, impeccable attention to...
-
Service Administrator
4 weeks ago
Westerham, United Kingdom Reed Business Support Full timeService Admin - 9 months maternity cover - Westerham Service Controller Position To ensure the smooth running of the Service Department - Working as part of a team in the busy Service Department. - Allocated your own Technicians to look after. - Answering service line and Sales line when required. - Technician queries, access requests, access problems -...
-
Receptionist / Administrator
4 weeks ago
Westerham, United Kingdom Zenith Aviation Full timeDue to an internal promotion, Zenith Aviation are looking for a full time Receptionist / Administrator. The role is based at Biggin Hill Airport and the working hours are Monday to Friday 0800 - 1630. **Primary Duties and Responsibilities**: - Greeting visitors and answering all telephone calls - Maintaining the clean and tidy presentation of the reception...
-
Private Client Solicitor
5 days ago
Kent, United Kingdom BROWNS RECRUITMENT GROUP LTD Full timeOur client is looking for an experienced Private Client Solicitor to join their successful team in Herne Bay. You will deal with a range of work including Wills, LPA's, Inheritance Tax, Court of Protection work and Trust Administration. In addition theyare looking for someone who wants to play an active role in the successful development of the Practice...
-
Technical Administrator
4 weeks ago
Westerham, United Kingdom GSI Wealth Management Full timeLocation: Westerham, Frimley/Camberley The GSI Group is looking for a Technical Administrator to join a team at a rapidly expanding Wealth Management Firm with offices across London and South East England. We are seeking a highly motivated and experienced administrator to join our team. You will be responsible for providing experienced administrative...
-
Administrator/recruitment Assistance
4 weeks ago
Westerham, United Kingdom Mitchell Stephenson Full timeMitchell Stephenson is a Field Marketing agency based in Westerham Kent. Working with an array of high street brands providing National support with field merchandisers across the UK. Calling on well known high street retailers, merchandising stock on fixture, taking audits, and overall making sure product is on shelf, appealing to customers ready to...
-
Senior Client Servicing Administrator
4 weeks ago
Dover, Kent, United Kingdom New Appointment Group Full timeWe have a rare opportunity for an experienced Customer Service Administrator to join global manufacturer in a long term position. You will join an established team and support in providing first class customer service and administration. This is a very varied and fast paced role that requires someone who is flexible and adaptable. It is also very process...
-
Administrator
7 days ago
Westerham, United Kingdom Bridge Recruitment UK Limited Full timeJob - Administrator Salary - £22/25k pro rata Location - Biggin Hill My client is experiencing a busy growth period within the purchasing department and they need a strong administrator to support the manager. You will need to be organised, work under pressure and have strong IT skills, along with experience ideally of Google Hangout. This will be a busy...
-
Outpatient Assistant Administrator
4 weeks ago
Kent, United Kingdom East Kent Hospitals University NHS Foundation Trust Full timeThe Outpatient Assistant Administrator role is responsible for providing an efficient and streamlined administrative service to patients and customers of Acute Child Health. Outpatients Assistant Administrators are the first part of the patients journey and it is essential that we deliver an extremely high level of customer service. This role involves...
-
Legal Assistant
7 days ago
Westerham, United Kingdom Julie Rose Recruitment Full timeJulie Rose Recruitment are looking for a **Legal Assistant/Paralegal** to work in the Property Development Department for a medium sized law firm in Westerham. This role would be suitable for a career Paralegal or a Secretary/PA who has thepotential to move on to do a little bit more. This is not a role that demands a heavy typing load. There could also be...
-
Industrical Electrician
4 weeks ago
Kent, United Kingdom Client Full timeIndustrial Electrician (Monday / Friday - Days)£48,000 - £53,000 + Training + Progression + 33 days holiday + Pension + Private Healthcare + Life Insurance + BenefitsCommutable from Gravesend, Rochester, Dartford, Sevenoaks, Maidstone, OrpingtonDo you have experience working as an Electrical Engineer and are looking for a fantastic opportunity to join...
-
Technical Administrator
1 week ago
Westerham, United Kingdom Page Personnel Full timeProduct Knowledge - Manufacturing Background **About Our Client**: Pioneering manufacturing company based in Kent. - QPulse documents - Drawing management - ECR's ensuring staff carry out their actions in a timely manner - Work with Manager's within the business, to ensure that key Technical administrative milestones are delivered on time. - Support the...
-
Administrator
7 days ago
Westerham, United Kingdom JETMS Completions Ltd Full timeWe have an opportunity for an Administrator to join our team located at Biggin Hill Airport on a full time permanent basis. Full training and guidance will be provided in general administrative support to the business with CAA/EASA regulations and day to day running of a very busy department. Your key duties will include but are not limited to: - Cross...
-
Personal Tax Senior, Private Client Senior
2 days ago
Canterbury, Kent, United Kingdom Michael Page (UK) Full timeThe organisation is a well-established entity within the business services sector, with a large team of professionals dedicated to providing top-tier services. Preparation and review of personal tax returns. Management of a portfolio of high net worth individuals. Providing tax planning advice to clients. Liaising with HMRC on behalf of clients. ...