We have an immediate vacancy available for one of our Surrey based clients, who are in need of a new member for their support team to join the business based at their Esher Headquarters.
The business has developed an excellent pedigree and has evolved as a firm who give sound, trusted advice to their client base. They are held in high regard due to their unwavering dedication and ability to put the client first. If you want to work for a company who value their people and their custom, then this could be the role for you.
The aim of the role is to provide key administrative support to the team, in terms of processing financial planning and investment paperwork. You will also be required to manage relationships with third parties and at all times you will be required to keep up the high standards of customer service. Other key duties will include such tasks as, invoicing, scheduling appointments, conference call booking and replying to emails.
This is the perfect opportunity for a candidate who has a genuine interest within the sector and who perhaps would like the career opportunity of learning and developing within the world of Financial Services and Investments.
It is essential you have a positive outlook and enjoy working as part of a team while remaining self motivated. Strong MS Office skills are important as you will use Outlook, Word, Excel daily.
For more information, or to apply please contact Sam in the first instance.