Investment Administrator - £25k - £30k bonus, Full study support - Leatherhead/Dorking
My client is a wealth planning firm in Leatherhead/Dorking who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Financial Advisor to help service their clients directly, working out of their head-office in Horsham.
Main Duties and Responsibilities
To promote our policy of delivering Client Best Interest outcomes.
The role of the customer service executive is key to the success of our business as the first point of contact and could be the first time that our client's customers have had contact with the business.
General
Our wonderful client in Dorking who has doubled the size of the business in the last 18 months and have plans to increase their growth further.
Effectively deal with key account service enquiries, advising and actioning accordingly.
General
Our well-established Dorking based client is a manufacturer of industrial equipment - they are currently looking to recruit a Service Support Administrator to support the sales & service team with timely and efficient administration.
The ideal candidate must have excellent communication and organisational skills and ideally have an understanding of SAP (although full training will be given).
Requirements: Recent compliance/financial crime/AML experience within Financial Services/Banking
Role Snapshot: Working on 1st/2nd level reviews of AML transactional/sanction reports, undertaking & progressing KYC referrals, assisting with fraud & money laundering investigations
Office/WFH: Office based 1 day per week, the rest is WFH once training completed
They have a new vacancy for a Travel Support Executive to support their specialist rail sales team in this varied administrative and customer service role.
This leading destination specialist Tour Operator are the experts in providing inspirational tailor-made holidays to a range of exciting worldwide destinations.
To ensure that all of the Block & Estate Management duties are undertaken in accordance with the lease/deeds, legislations, RICS regulations and in a timely manner.
Our client in Dorking is seeking a Property (Block) Manager to join their busy and friendly property management team.
To manage a residential portfolio of blocks of flats and housing estates that will comprise 500-600 units, depending on the mix of flats & houses, or 30-35 developments depending on the mix of blocks of flats and housing estates.
Duties also include handling enquiries received via email and through our online forms, occasional face to face duties at our reception and other administrative tasks as required.
Working as part of our friendly and supportive Customer Services team, you will be handling inbound calls from residents, businesses and visitors resolving as many as possible at first point of contact.