client services analyst jobs in Sevenoaks

You will be the vital link between the Financial Advisers, Paraplanners and clients.

You should have experience as an Administrator within a financial services - Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates

You should have experience and enjoy the process of preparing client meeting packs

You will be joining a workplace that values innovation and collaboration, where your contributions will be recognised and celebrated.

You will assist a diverse clientele, including high-net-worth individuals, families, business owners, and landowners, all while enjoying a collaborative and nurturing work environment.

You will handle a diverse portfolio of high-value matters, advising clients on complex wills, trusts, tax, estate, and succession planning.

You will also play an integral part in the firm's business development initiatives, leveraging your network and expertise to grow the team's practice and contribute to the firm's strategic goals.

You will prepare client meetings and ensure all documentation is accurate and complete. Candidates should have experience in financial services administration and knowledge of planning processes. This role offers a salary of £26,000 - £32,000 and hybrid working options after competency sign-off, with excellent career progression opportunities.

Interim Soft Services Consultant Client-Side Organisation (Kent) Day Rate: Up to £400 per day Duration: Interim Assignment We are seeking an experienced Soft Services Consultant to join a client-side organisation in Kent on an interim basis. This is a fantastic opportunity to make an immediate impact by improving service delivery and compliance across key soft FM functions. Key...

You will operate as a 'home based' field engineer responsible for maintenance and re...

Our client is a very successful distributor of woodworking machinery and due to their continued success Staffbase have been appointed to recruit for the position of Field Service Engineer. Ensure all your application information is up to date and in order before applying for this opportunity.The Field Service Engineer will have excellent mechanical engineering and basic 3-phase electrical fault...

Join to apply for the Client Handler role at FinCred - Acrisure 1 week ago Be among the first 25 applicants Join to apply for the Client Handler role at FinCred - Acrisure Direct message the job poster from FinCred - Acrisure The job holder will be required to carry out the following duties on a day to day basis. This list is not exhaustive and the job holder may be required to take on additional...

You will join a friendly team of three legal secretaries, providing high-quality support to five fee earners, with the department set to expand further. Key Responsibilities Providing comprehensive secretarial and administrative support to private client fee earners Managing diaries, correspondence, and document production

About the team and the role: As a Client Handler / Account Executive in our specialist Trade Credit Insurance division, you’ll play a pivotal role in delivering exceptional service to our clients while helping us shape the future of the business. This is your chance to be part of something extraordinary. Why Acrisure UK? Global Powerhouse, Local Expertise: Acrisure is one of the world’s top 10...

A leading accountancy practice near Sevenoaks is seeking a Personal Tax Manager or Private Client Senior Manager. The successful candidate will manage a diverse portfolio of personal tax clients, review complex tax computations, and ensure high-quality services. Required qualifications include CTA/ATT or ACA/ACCA. This role offers a salary up to £85,000 plus benefits including 25 days holiday and...

How would you like to work for largest commercial coffee espresso and cappuccino machine manufacturer in the world as a Field service engineer?Perhaps you have some electrical experience and you’re looking for a fresh start with a supportive employer. We have an excellent opportunity to join a market leading company who are renowned for looking after their staff, supporting their development with...

Position: Service CoordinatorLocation: KentSalary: £28,000 - £30,000 DOE Service Coordinator required for our client, a leading HVAC company that has 6 regional offices and has been expanding since it formed over 20 years ago. They offer their customers a complete turnkey solution for the installation, service, maintenance, fault finding and repair on a range of HVAC equipment throughout the...

Job Overview We are seeking an experienced Head of Services to lead and develop our mental health services during an exciting period.kode of growth. Role Responsibilities This senior leadership role will oversee service quality, compliance, impact and equity, while inspiring and supporting three Service Leads. Working closely with the Interim Chief Operating Officer, youwera help shape the...

About the Role: We are looking for a motivated sales professional to sell innovative printing and document solutions. Enjoy 75% profit on printer/copier sales and recurring income from service contracts. What We Offer: - 75% profit share on equipment - 50% ongoing profit on service contracts - Flexible schedule and work location - Full autonomy with supportive team - Unlimited earning...

You will utilise your technical expertise to calibrate, commission, and repair process weighing and measurement systems using F1 & M1 test weights, stamped flow meters, force calibration test rigs, and multi-function processors.

Field Service Engineer £32,000 - £34,000 (OTE £38,000+) + Specialist Training + Van & Fuelcard + Overtime + Progression + Excellent Company Benefits Homebased, covering Sevenoaks & Surrounding Areas (Ideally located: Gatwick, Redhill, Oxted, Horley, Crawley)Are you a multi skilled engineer looking to join a leading manufacturer that offers full specialist training, genuine career progression, and...

My Client is looking for an experienced automotive service advisor to help run the workflow of their service department in Sevenoaks.The client is a high end, independent service centre that operates Monday - Friday and has an outstanding reputation for excellence in the industry.There is no showroom as this is not a sales site and as such the focus is on service delivery and customer...

About the Role: We’re seeking an experienced Business Development Executive to promote leading-edge printing and document management systems. You’ll help businesses transform how they print while building a rewarding revenue stream for yourself. Perks & Benefits: - Earn 75% on every sale, plus 50% profit share on all recurring service contracts. - Total flexibility—set your hours and work...

A reputable law firm in Sevenoaks is seeking an experienced Private Client Legal Secretary to provide comprehensive support to a busy team. Responsibilities include managing diaries, preparing legal documents, and ensuring strong client service. Ideal candidates should have prior experience as a legal secretary in a private client department, alongside excellent organizational and communication...