Graduate Financial Administrator - £25k - £30k bonus, Full study support - Leatherhead/Dorking
My client is an independent wealth planning firm in Leatherhead/Dorking who I have met and placed staff with.
They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.
We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).
Our client is looking for an enthusiastic, competent and committed team member to join their friendly accounts department, you will be responsible for completing a wide range of tasks to a high level of accuracy.
Their offices are stunning, based centrally in Leatherhead with parking available.
Kenneth Brian Associates are working on an exciting opportunity for a company based in Leatherhead, who are looking for a new member of their Customer Service Admin team.
Working as part of a team who are committed to providing exceptional customer service, my client is looking for a motivated and enthusiastic individual, who is passionate about helping people and eager to contribute to a growing company.
Key responsibilities of the role will include
Communicating effectively with customers, providing exceptional support in a timely manner.
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.