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Kenneth Brian Associates are recruiting for a confident individual on behalf of a small but well established business in the Financial Services sector based in Leatherhead. The postholder will be responsible for providing administration support to their financial advisors.
Duties Include:
- Preperation and submission of new business files
- Diary management including booking of appointments
- Administration support to the financial advisers including Pensions, Investments and Insurance
- Client report writing
- Client liaison through phones call and emails
- Working with the back office system - maintaining client files and details
- Income reconciliation
You will possess the following attributes:
- Some Financial Services exposure is required for this position
- Must be positive, friendly and approachable
- Conscientious worker with an eye for details
- Strong working knowledge of Microsoft packages
- Excellent communicator, friendly and approachable
- Be able to commute to Leatherhead - this is not easily commutable on public transport
In return our client offers a competitive salary along with all the tools you will need to become successful and progress within the company as it continues to grow.
