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!