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:
*Preparation 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
*Happy to work in a quiet office with a small team
*Be able to commute to Leatherhead - this is not easily commutable on public transport
If this sounds like your kind of role, apply now!