Receptionist/ Administrator (Financial Planning Firm)

NJR Recruitment; England; On-site; GBP 20,000 - 24,000; Full time

Job summary

A well-established financial firm in Leicester is seeking a Receptionist/Administrator to provide support and ensure a welcoming environment for clients. The ideal candidate should have front of house experience and strong communication skills. This role offers up to £24,000, along with 33 days holiday and a generous pension scheme.

Benefits

33 days holiday

Non-contributory pension scheme

Death in service benefit

Access to modern office facilities including gym

Qualifications

• Previous experience in a receptionist or administrative role.
• Ability to comply with relevant financial regulations.
• Strong organizational skills and attention to detail.

Responsibilities

• Greeting and directing visitors.
• Managing calls and taking messages.
• Maintaining office supplies and stock levels.
• Organizing the diary for meeting rooms.

Skills

Reception/front of house experience

Communication skills

Diary management

Database management

Job description

Overview

Receptionist/ Administrator (Financial Planning Firm)

Location: Leicester

Salary: Up to £24,000

Benefits

• 33 days holiday, including bank holidays.
• Generous non-contributory pension scheme, commencing after three months' continuous service
• Death In service
• Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking

NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers, who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for a Receptionist to join their team in the Leicester area.

Responsibilities

• Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
• Comply with the relevant compliance, TCF, T&C and financial crime
• Keep up to date with all relevant product, legislative and technical changes, as required
• Greeting, welcoming, directing and announcing them appropriately. Checking their details are up to date on the system and providing them with refreshments
• Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team
• Weekly diary management for meeting rooms and the gym
• Opening, sorting and scanning/distributing the post
• Organising the outgoing post ready for collection at the end of the day
• Assisting with the preparation of client birthday, thank you and new home cards and checking for data accuracy
• Ordering office supplies and maintaining stock levels, including weekly fruit and milk supplies
• Keeping reception/meeting rooms tidy
• Responsibility for completion of the visitors' book/passes
• Photocopying
• Preparing client files
• General administrative duties including LOA processing
• Printing and posting of signature documents where applicable
• Database Management and input
• Providing support to the Administration teams where required
• Ensuring full cover of reception desks at all times

The successful candidate will have reception/front of house experience, delivering a first-class service, to both clients and colleagues.

For more information please contact one of our specialist consulting quoting reference NJR-16086