Administrator required. Exciting opportunity to join an established local financial planning firm in Twickenham. Any background considered; full training will be provided. You might currently be working in administration or seeking to change direction after a career in another area if you think you are the one for us, please apply!
Do you live near Twickenham?
Do you have a keen eye for detail, and do you enjoy working with figures and data?
Would you like to join a well-established and friendly business and join a team who have been with the company for many years?
This is an excellent opportunity to join a team of professionals and work for a local business in a key role. We pride ourselves on the fact that our staff are happy and have been with us a long time and we offer a great working environment. We promote progression and, whatever your level of experience you have when you join us, you can develop your skills with us and have a fulfilling career.
The role is extremely varied and works across key areas in our business commissions and new business, reviews, and reception. Duties will include:
- Inputting commission data and new business onto the system and ensuring advisers are paid.
- Producing monthly reports and spreadsheets.
- Checking reports and client reviews.
- Compiling review reports and letters.
- Answering calls, greeting clients and handling documents and post.
- Other ad hoc duties to support the directors and managers.
Essential skills
- Several years work experience we are keen to consider applicants with administration skills as well as those who have gained experience in a completely different area.
- A keen eye for detail.
- A natural checker someone who enjoys analysing data, looking for errors and making sure everything is exactly as it should be.
- Must live locally to Twickenham and be available for full-time work.
About the company
Globe IFA was established by our MD Garry Haywood over 25 years ago. We're a firm of highly qualified independent financial advisors who share over 200 years experience of working in the financial services profession. With an office in Twickenham, we mainly advise clients from South West London and the Home Counties. We are a solid, stable business where talent is nurtured and thrives and where teamwork, support and development are embedded in the fabric of the business.
Were here to guide our clients on their unique financial journey. We do this by getting to know what they want from life and by understanding the finances needed to achieve those goals. With that, we design a roadmap that anticipates the inevitable twists and turns along the way. We only ever advise clients to do what we would do if we were in their situation. We offer thoughtful, tailored advice to suit their individual needs and circumstances using plain, straightforward English.
Further information
Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.
Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.
Only shortlisted candidates will be contacted.
In order to give your application the best chance of success, please:
Ensure you have the unrestricted right to work in the UK.
Check that you meet the criteria for the role.
Apply with a CV that is clear, concise, and correct.
Tailor your CV to highlight your experience and relevant achievements to the position.