A successful financial company based in Twickenham are looking for someone with strong organisational skills to join as an Administration Executive.

Salary: £20,000 – £22,000


  • Greeting clients both private and business
  • Making tea and coffee for clients and IFA’s if required for meetings
  • Ensuring the reception area is kept tidy
  • Answering, transferring and retrieving calls.
  • Taken written messages for the financial advisers
  • Ensuring New Leads are given to the appropriate IFA and entered onto the Excel spread sheet
  • Checking the system balances
  • Chasing missing payments/statements
  • Scanning Bank Statements into the appropriate file
  • Scanning commission statements into the appropriate file


  • Previous experience within an office-based administrative environment is essential
  • Excellent organisational skills
  • Strong attention to detail
  • Previous experience within a financial environment would be a major advantage
  • Well-educated with strong written skills and a high level of numeracy

In order to be put forward for this position, you will need to come in and register in our office in Kingston.


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