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.
This role also assists in the efficient running of the internal office and administration.
Your administrative base will be Fairmount House in Leatherhead although as a team we support hybrid working, which for us is a combination of working from home and across different Surrey offices.
The role is offered as a 12-month fixed-term contract or secondment opportunity.
The starting salary for this full-time position is £31,262 per annum based on a 36-hour working week.
As part of our growth strategy, we are expanding our team and seeking an experienced Financial Planner to join us.
Established in 2009, our company has built a strong reputation for providing comprehensive financial planning and wealth management services to our clients.
We are committed to delivering personalised solutions tailored to meet their unique needs and objectives.