Administrative Assistant

24 hours ago


Farnham, Surrey, United Kingdom KFS Recruitment Full time

KFS Recruitment is seeking a highly organized Administrative Assistant to join their team in Farnham, Surrey.

The successful candidate will be responsible for:

• Data entry and management on the Prestwood system

• Coordinating new business administration tasks

• Communication with clients regarding new business information and requirements

• Ensuring file completeness and accuracy

• Liaising with product providers and financial institutions

• Providing administrative support to financial advisers

As the role progresses, the individual may be involved in:

• Client meeting attendance and follow-up actions

• Research and analysis of financial data

• Preparation of fee estimates and financial plans

• Writing suitability reports and handling tax returns

This position offers a competitive salary of £32-34k per annum, plus bonuses and profit share, and opportunities for professional growth and development within the company.



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