Posted by Kenneth Brian Associates Limited • £26K/yr to £29K/yr
General
The postholder will be responsible for providing administration support to their financial advisors.
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.
Our client is looking for someone to join their team as a Client Services Associate to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines.
Based in Leatherhead
This role also assists in the efficient running of the internal office and administration.
This is an excellent opportunity for a self motiovated, confident proactive candidate to join this progressive Company based in stunning offices in Leatherhead
Overview
Our client is looking for someone to join their team as a Client Services Assistant to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines.
Posted by Financial Divisions • £70K/yr to £90K/yr
My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with.
Financial Planner - servicing role, managing existing HNW clients from CEO (£600k - £8m per case) - £70k - £90k basic salary plus bonuses on new business
They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London.