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.
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
Organise client appointments and the client review calendar
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
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
If you possess these skills and are looking for an opportunity to contribute positively to our organisation while developing your career in administration, we would love to hear from you!
Job Types: Full-time, Permanent
Pay: £25,000.00-£26,500.00 per year
Benefits:
- Company events
- Company pension
- Health & wellbeing programme
- On-site parking
- Private medical insurance
- Referral programme
- Sick pay
Work Location: In person
