Client Management Administrator
Clients say: "Globe IFA gave us a clear understanding of our investment choices and arranged our pensions in a more structured easier to manage format. We found them straightforward to deal with and would recommend to anyone looking for financial advice."
I work with a variety of advisors on a number of different tasks. I work closely with Andrew Connolly to provide administration support on new and existing clients.
I also work with Michael Blosse helping with compliance and checking the new business before it is signed off.
I also organise and run the client review system to ensure that every client receives an invitation to a review meeting with their advisor and an annual valuation pack.
In my spare time, I enjoy spending time with my family and friends or relaxing in the garden with my cat, Ralph.
I enjoy going to the gym and staying fit and healthy. My hobby is photography which I love, and I’m always trying to learn more techniques to improve my skills.
- Hot summer days
- A messy house
- Animal cruelty
- Cold and rainy weather
Get to know
Here’s your opportunity to find out a little more about Rachel.
On an ideal weekend, you can find me:
Out with family or friends or at home relaxing in the garden.
My favourite holiday destination is:
Anywhere sunny with a beach that I can relax would be an ideal holiday destination, but I do love the Greek Islands and the Greek food!
My favourite song to play in the car is:
Queen – Bohemian Rhapsody.
The first album I bought was:
The Spice Girls ‘Spice’.
If I could be any fictional character, I would be:
Dorothy from The Wizard Of Oz. I loved her adventure, how she was brave, explored and made friends, which was great fun, but she knew there really was no place like home. I also loved her red shiny shoes!
If I could turn any activity into an Olympic sport, I would win a medal in:
Endurance sleeping. I’m pretty confident I could win gold as I am such a heavy sleeper. I am also known for falling asleep everywhere and anywhere. I do love a good nap!
When the dessert menu arrives, I’m looking for:
Anything with chocolate in!
The three qualities that draw me to new people are:
People that don’t take themselves too seriously and have a sense of humour, people who are intelligent that I can learn something from and people with an interesting job or hobby can make for good conversation.
My pet peeve is:
People who walk slowly or stop suddenly in the middle of the street!?
The best gift I’ve ever received is:
When me and my partner bought our first house together, that was a nice gift we bought for ourselves.
The three people at my dream dinner party would be:
King Henry VIII, David Attenborough, Tom Hanks.
The three small things that make my day better are:
When the sun is shining, when my cat decides he likes me enough for a morning cuddle and when someone brings in sweet treats to the office!
The proudest moment of my career so far is:
I was trusted with developing the client review system for Globe. My input and ideas were valued and listened to. When we had our processes independently reviewed, we were told that we have a robust review system in place.
The three things I love most about my job are:
The people I work with, that I am trusted and allowed the freedom to develop my own ideas and that I have a good work-life balance.
The types of people I most enjoy working with are:
People who I can have a laugh with, people who have the patience to help me learn and develop and people who I have common interests with.