client services assistant 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.

Job Description Job Description Daytime Healthcare is assisting a leading national supported living provider in recruiting a Registered Service Manager for their supported living site in Sevenoaks. Key Details: - Role: Registered Service Manager - Location: Sevenoaks - Service: Supported living for 18 adults with learning disabilities, physical disabilities, and communication difficulties....

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...

ABOUT THE ROLEAs an Admin Assistant at a Barchester care home, you'll carry out a range of responsibilities to help us deliver the quality care and support our residents deserve. In this varied role, we'll need you to answer the phone, handle our files and support our managers. You'll also meet and greet visitors, engage with residents and show prospective clients and their families around so...

Job DescriptionWe are seeking a talented and motivated Corporate Tax Assistant Manager to join a Professional Services department, helping to steer tax compliance and advisory services for a broad range of clients. The perfect candidate will have a solid grounding in corporate tax computations and be adept at managing multiple clients.Client DetailsOur client is a medium-sized professional...

A leading catering service provider in Sevenoaks is looking for a General Assistant to assist in preparing and serving meals in an educational setting. You'll be responsible for maintaining cleanliness, ensuring food safety, and offering excellent customer service. Ideal candidates should have a background in catering, strong organization skills, and a positive attitude. The position offers a...

We are looking for a Assistant Store Manager to join Team OB in our Sevenoaks store. As an Assistant Store Manager, you will work alongside your Store Manager to enhance sales and motivate your team. Reporting to the Store Manager, you will bring enthusiasm, positivity, and joy to the store by inspiring your customers and colleagues and maximising sales. This will be a flexible contract,...

A well-established general insurance business in Sevenoaks is seeking an Insurance Administrator to provide support to the MD and assist Client Executives in managing client accounts. The role involves monitoring emails, processing documents, and ensuring compliance with company standards. Ideal candidates have insurance administrative experience, strong communication skills, and attention to...

A thriving Practice company in Sevenoaks is seeking a Semi Senior Accountant. The role involves managing client portfolios, preparing VAT returns, and assisting with financial statements. Applicants should be proficient in accounting software, particularly Xero, and possess strong communication skills. There's an opportunity for excellent study support and career progression in a supportive...

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...

Private Client Paralegal Bromley Salary dependent on experience Elite Touch Group are excited to be working with their well-established client who are seeking a Paralegal to join their busy Private Client team based at their Bromley office. If you have a background in private client and are looking to contribute to a fast-paced environment, we would love to hear from you. Key...

You will be a Private Client Solicitor with upwards of 7 years PQE - The firm are happy to consider up to Partner level

You will be able to work on matters with minimal supervision

You should enjoy business development and marketingFirst-class communication skills are essential

ABOUT THE ROLEAs a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve. You'll assist with daily living, providing support and companionship and sharing great moments and memories too. It's a chance to bring your dedication and compassion to a fulfilling environment. Every day will be different, so you...

Summary This is a multi-faceted role offering a variety of different tasks in a well-established general insurance business. The successful candidate will offer support functions to the MD and provide a team of Client Executives assistance to administer new and existing client accounts. Insurance Administrator Duties will include ... Monitor team email in-boxes and allocate to the appropriate...

ABOUT THE ROLEAs a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve. You'll assist with daily living, providing support and companionship and sharing great moments and memories too. It's a chance to bring your dedication and compassion to a fulfilling environment. Every day will be different, so you...