Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?
With training and as one of their Customer Service Associates, you will become responsible for providing an efficient and effective administration and customer service to their existing customers regarding their Mortgage, Investment and/or Savings Accounts.
These are not your usual automated roles and will is a mix of varied administration and customer services, where you will be involved in:
With a focus on personalised service and tailored financial strategies, they are dedicated to helping their clients achieve their financial goals.
We are working with a prestigious financial services firm based close to Kingston, Surrey, renowned for their commitment to delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients.
Position Overview
They are currently seeking a dynamic and experienced Financial Planner to join their esteemed team.
My client are seeking a School Finance Officer to join their team on a temp to perm basis.
Main duties will include
Take a lead role in the accurate placement and receipt of orders and paying of invoices ensuring the use of correct expenditure codes.
Using the school's accounting software, to be responsible for the accurate recording of transactions relating to the general ledger, accounts receivable and accounts payable and petty cash.
Requirements: Administrative experience within Financial Services, Insurance or Banking is key
Great chance for someone with administration experience within either mortgage, pensions, banking, insurance or any area of Financial Services to break into a business known for training & developing staff.
WFH: After initial training, the working dynamics can be 4 days p/w office 1-day WFH
Kenneth Brian Associates are working with a well-established Financial Services provider in the Epsom area, who are seeking a New Business Representative to join their team.
The New Business team are the first point of contact for prospective customers and intermediaries who make enquiries about products and services.
Specific responsibilities include
Responding to enquiries from customers, intermediaries and other third parties.