A people‑focused role at the heart of a professional advisory firm
Croft & Co is a client-focused independent financial advice firm committed to providing clear, professional and personal financial planning advice and support. As a close‑knit team, we pride ourselves on building long‑term relationships, maintaining high professional standards and operating with integrity at the heart of everything we do.
Are you professional, personable and highly organised?
We're looking for a part-time Receptionist (two days per week) to be the face of Croft & Co, providing a professional first point of contact for clients, visitors and colleagues while supporting the smooth day-to-day running of the office.
This is a varied role combining front-of-house responsibilities, client service, office coordination and administrative support. You'll be a key part of the team, helping to create a welcoming environment, ensuring appointments run smoothly, managing enquiries professionally and supporting colleagues to deliver an exceptional experience for every client.
What you'll be doing
- Acting as the first point of contact for clients, visitors and callers, providing a professional, welcoming and positive experience.
- Managing incoming telephone calls, taking accurate messages and directing enquiries to the appropriate team member.
- Managing shared email inboxes and responding to routine enquiries where appropriate.
- Preparing meeting rooms ahead of client appointments and supporting the smooth running of meetings.
- Providing refreshments to clients and visitors and maintaining a welcoming environment.
- Maintaining a tidy, professional reception area, client waiting room, meeting rooms and communal office areas.
- Scheduling client meetings and supporting diary coordination where required.
- Maintaining kitchen, refreshment and client hospitality areas to ensure a welcoming environment for clients and colleagues.
- Providing administrative support to advisers and the wider team.
- Maintaining accurate client and office records, including data entry, filing and document management.
- Preparing correspondence, documentation and client communications.
- Processing incoming and outgoing post, scanning and distributing documentation as required.
- Supporting the maintenance of electronic and paper-based filing systems and ensuring records are stored securely.
- Ordering office supplies, stationery and consumables and assisting with general office coordination.
- Liaising with suppliers and service providers when required.
- Supporting colleagues with ad hoc administrative tasks and contributing to a positive team environment.
Who we’re looking for
This role would suit someone who:
- Has experience as a receptionist or in a professional office administration or client-facing support role.
- Is professional, friendly and approachable, with a genuine passion for delivering excellent client service.
- Is confident communicating with clients, visitors, providers and colleagues.
- Has an excellent telephone manner and strong written communication skills.
- Is highly organised, reliable and detail-focused.
- Enjoys managing a variety of tasks and changing priorities.
- Takes pride in producing accurate, high-quality work.
- Is proactive and comfortable using their initiative to solve problems and identify tasks that need completing.
- Works calmly and professionally under pressure.
- Enjoys working as part of a small, close-knit team and is willing to support colleagues when needed.
- Is proficient in Microsoft Office, including Outlook, Word and Excel.
- Understands the importance of confidentiality and handling sensitive information appropriately.
- Takes pride in creating a professional, welcoming and well-organised office environment.
- Brings a positive attitude, a strong work ethic and a willingness to learn.
We will begin contacting shortlisted candidates from 14 September onwards.
Pay: £25,000.00 per year
Benefits:
- Company pension
- On-site parking
Education:
- GCSE or equivalent (required)
Experience:
- Receptionist : 1 year (preferred)
Work authorisation:
- United Kingdom (required)
Work Location: In person
