Careers at SeventySeven | SeventySeven Wealth Management

We are recruiting for a Financial Advisor role. If you would like us to consider your application please send us your CV.
Email us at: 77wm@sjpp.co.uk

We are looking for a Client Care Assistant to join our small but growing and dynamic team.

Role Description

As a Client Care Assistant, you will be one of the first points of contact for clients when they contact SeventySeven Wealth Management. You will work closely with the Head of Client Care to ensure clients receive exceptional customer service, all data is up to date and the office runs smoothly.

Key Responsibilities will include:

Greeting clients when they come into the office, taking their coats, and making them a drink. Notifying the person who they have come to see that they have arrived.
Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team.
Opening, sorting and distributing the morning post. Organising the post ready for collection at the end of the day.
Arranging Partner/Adviser rooms prior to a meeting, making sure they have the refreshments they need and tidying up following a meeting.
Photocopying, scanning and uploading documents to electronic client records.
Assisting with the preparation of client birthday cards, checking for data accuracy and highlighting any ‘special’ birthdays or anniversaries for the Head of Client Care.
Preparing a daily planner to circulate to the team.
Filing - accurately putting away files or paperwork and shredding unwanted paperwork securely to ensure we comply with Data Protection regulations.
Ensuring that your workstation and reception area is kept immaculate and presentable at all times, to comply with strict regulations.
Any other administration duty as required, including letters and paperwork requests, assisting colleagues whenever possible and working closely as a bigger team.
Keeping boardroom tidy, well stocked and ensuring the Executive team have everything they need.
Ensuring communal areas of the office are always presentable and tidy.

To succeed in this role, you must have a positive attitude and exceptional customer service skills. You must be organised and professional with an eye for detail.
To ensure our clients receive the best customer experience you will have:

Knowledge of Microsoft office – Word, Excel, Powerpoint, Outlook.
Polished written and verbal communication skills.
Confident and professional manner, both face to face and on the phone (brand training will be given).
A positive attitude with a strong desire to develop and learn.
Ability to work on your own initiative.
Operate with strictest confidence.

Knowledge of Office 365 Sharepoint/OneDrive and experience within the financial services industry would be desirable.

In return you will have the opportunity to work for a fast growing, prestigious company who are based in newly refurbished offices set within beautiful country surroundings. Benefits include, free on site parking, private medical after 1 years service, PerkBox benefits, an Employee/Client referral programme and Pension scheme.

This is a full time role, based at our office in Lamberhurst. The salary for this role is £18-20,000.
To apply for this role please email recruitment@gfhr.co.uk