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:
1. Inputting commission data and new business onto the system and ensuring advisers are paid.
2. Producing monthly reports and spreadsheets.
3. Checking reports and client reviews.
4. Compiling review reports and letters.
5. Answering calls, greeting clients and handlin...