Administrator, Financial Services in Lamberhurst

A growing local business is seeking an Administrator to join its small but expanding Client Support team. This client-facing role involves being the first point of call for most clients when liaising with SeventySeven and working closely with Advisors to provide a high-quality excellent level of service.

About SeventySeven Wealth Management: SeventySeven Wealth Management Ltd has evolved over more than 30 years. The company prides itself on the service delivered to clients, where excellence is key. Core values include integrity, honesty, efficiency, reliability, commitment, dependability, respect and loyalty. These values form the foundation for all decisions and are what the team looks for in any future member. SeventySeven works with St. James’s Place to provide exceptional outcomes for clients.

The opportunity: Reporting to the Head of Client Care, this role is part of a multi-skilled Client Support team responsible for supporting the entire client journey—from handling incoming calls and coordinating meeting bookings through to completing post-meeting actions and liaising with third-party providers—to ensure a consistently smooth, positive experience.

Key responsibilities:

• Telephone clients to arrange their annual review with their Advisor
• Prepare the client file for their meeting with their Advisor
• Complete post-meeting actions following a client meeting, including the Confidential Financial Review, preparing the ongoing advice letter, processing business and dealing with withdrawal requests and fund switches
• Produce cash-flow modelling reports
• Create fund performance comparisons between multiple investment portfolios
• Prepare LOAs and chase policy information from third-party providers
• Assist the advisory team with tax year-end, using client allowances such as ISA, CGT and pension contributions
• Assist with Trust planning paperwork, such as the creation of Trust documents, Deed of Appointments and Deed of Assignments
• Handle client queries via phone, email and letter as required
• Liaise with all team members and third parties (St. James’s Place, stockbrokers, accountants, other financial providers) regarding clients and their investments
• Answer phones, take clear, detailed messages, screen and direct calls to the appropriate team member
• Photocopy, scan and upload documents to electronic client records
• Ensure data entry and document filing adhere to 77WM procedures, maintaining rigor so all client and 77WM data is accurate and easily retrieved
• Work closely with and assist other departments as required

To succeed, you must have a positive attitude, exceptional customer-service skills, be organised, professional and detail-oriented.

What we expect:

• High motivation and a strong commitment to delivering outstanding client care
• A professional and mature approach across all areas of the business
• Effective problem-solving abilities
• Strong attention to detail
• Excellent communication skills and the ability to collaborate well within a team
• Confidence working to deadlines and balancing competing priorities
• Initiative and a proactive approach to completing tasks
• A positive, solutions-focused attitude
• Familiarity with Office 365, SharePoint, Salesforce and OneDrive (preferred)
• Previous experience within the financial services industry (desirable but not essential)

In return, you will have the opportunity to work for a fast-growing, prestigious company based in newly refurbished offices set within beautiful country surroundings.

Benefits: Free on-site parking, an Employee/Client referral programme, professional study support, pension and an extra day off for your birthday. Due to the office location, your own transport is essential.