Financial Services Administrator

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.