This is a busy and varied role, with responsibilities including
Managing administrative tasks such as updating customer accounts and dealing with correspondence.
Handling customer enquiries via phone, email and online chat.
General
Kenneth Brian Associates are working with a long-established and successful company based in Chessington, who have a rarely available opportunity to join their Customer Service team.
Our client is seeking someone who has excellent communication skills and the ability to deal with customers and colleagues in a polite and professional manner.
You will be able to communicate at all levels within the business and act with discretion when dealing with matters of a confidential nature.
You will assist customers with the loading and unloading of machinery and have good keyboard and PC skills as well as a good knowledge of Word & Excel.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
We are seeking an experienced and enthusiastic individual protection specialist to join our protection team based in CHEAM and you must be RO5 or CeMAP qualilfied.
You will be responsible for conducting high quality calls & appointments with customers and providing regulated protection advice to them, focusing on appropriate outcomes.
Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.
My client is a dynamic and forward-thinking Independent IFA Firm in Wimbledon who due to expansion are looking to take on a graduate IFA Administrator who has gained an internship/work experience in Wealth Management.
You will be supporting the Advisers and Paraplanners in the Company with administration across pensions, investments, and protection.
I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser.
A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos.
The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local clients who are families, retirees and some City professionals.