Financial Services Administrator


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https://www.kennethbrian.co.uk/job-search/1050-financial-services-administrator/administration/leatherhead/job2024-04-30 16:09:361970-01-01Kenneth Brian Associates
Job TypePermanent Full Time
AreaLeatherhead, SurreyLeatherheadSurrey
SectorBusiness Support - AdministrationBusiness Support - Financial Services
Salary£30,000
Start DateASAP
Job RefAW723098
Job Views108
Description

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.

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  • Kenneth Brian Associates
    Head Office
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