Receptionist

Heritage Investments; Christchurch; On-site; GBP 25,000 - 27,000; Full time

Job summary

A reputable financial planning company is seeking a professional Receptionist in Christchurch. You will be the first point of contact for clients and visitors, responsible for delivering excellent customer service, managing front desk operations, and providing administrative support to team members. Ideal candidates will possess a friendly attitude and strong communication skills, with prior experience in a customer-facing role. Salary ranges from £25,000 to £26,500 per annum, with comprehensive benefits including private medical insurance and a discretionary bonus.

Benefits

Private Medical Insurance

Extended annual leave

Employee Assistance Program

Discounts on company products

Social events – Summer and end of year parties

On-site parking

Qualifications

• Previous experience in a customer-facing role, such as receptionist or administrator is essential.
• Basic experience handling emails, phone calls, scheduling appointments, and using office software required.
• Experience managing tasks efficiently and maintaining records is necessary.

Responsibilities

• Greet and welcome clients and visitors in a professional manner.
• Manage client experience through face-to-face, telephone, and email communication.
• Handle incoming and outgoing mail and correspondence.

Skills

Friendly and approachable attitude

Excellent attention to detail

Excellent verbal and written communication

Professional presentation

Strong interpersonal skills

Ability to remain professional under pressure

Strong planning & multitasking abilities

Hardworking with a strong work ethic

Tools

Microsoft Office

Job description

Vacancy: Receptionist

Location: Christchurch, Dorset

Salary: £25,000.00 - £26,500.00 per annum

Hours / days: 37.5 hours per week, 08:30 – 17:00 (60 minute lunch break) - Monday to Friday,

Holiday: 5 weeks plus 8 bank holidays

Pension: 3% of gross salary

Benefits; Private Medical Insurance, inc. Dental and Optical*, extended annual leave, enhanced sickness policy, Employee Assistance Program, Employee discount on Heritage products, Bright Exchange – employees can access unique discounts, social events – Summer and end of year parties, on-site parking**

Bonus: Annual discretionary bonus

Introduction

We are a reputable Chartered Independent Financial Planning company based in Christchurch, Wimborne and Romsey.

We are a highly relationship-based company, dedicated to fostering long-term client partnerships and delivering an exceptional level of service.

Overview

We are looking for a professional and welcoming Receptionist. As the first point of contact for clients and visitors, you will be responsible for delivering excellent customer service, managing front desk operations, and providing professional administrative support to Directors and Financial Advisers.

Job summary

As the first point of contact for clients and visitors, you will be responsible for delivering excellent customer service, managing front desk operations, and providing professional administrative support to Directors and Financial Advisers

Key Responsibilities

• Greet and welcome client and visitors in a professional manner
• Manage the client experience communicating effectively through face to face, telephone and email
• Deal with client queries effectively and promptly
• Provide clients with well-presented refreshments
• Notify appropriate staff when a visitor / client arrive
• Maintains high standards of order and cleanliness in the reception/kitchen area at all times
• Handle incoming and outgoing mail/correspondence
• Maintain stationary and domestic supplies
• Assist with administrative tasks such as data entry, filing, and email correspondence
• Liaise with internal departments and external stakeholders when necessary
• Ensure compliance with health and safety regulations in the reception area
• Displays accuracy and attention to detail both in verbal and written communication
• Consults with colleagues regarding potential issues ensuring prompt outcomes
• Ensures security standards are adhered to
• Any other duties as required by the company

Skills / Abilities

• A friendly and approachable attitude
• Excellent attention to detail
• Excellent verbal and written communication
• Professional presentation
• Strong interpersonal skills with a can-do attitude
• Ability to remain professional under pressure and the ability to act pro-actively and intuitively
• Strong planning & multitasking abilities
• Hardworking with a strong work ethic

Experience

• Previous experience in a customer-facing role, such as receptionist / administrator is essential
• Basic experience handling emails, phone calls, scheduling appointments, and using office software (e.g., Microsoft Office)
• Experience managing tasks efficiently, handling a busy reception area, and maintaining records
• Knowledge of the financial services sector an advantage
• *Private health is available upon successful completion of probation period
• **Parking first come first serve