Financial advisor Work, Jobs in Waterlooville (with Salaries)

Receptionist
Redwood Financial Family Wealth & Estate Planners Ltd —Southampton
- £25,000 - £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
Service Advisor
Marshall Motor Group —Fareham
- £30,738 a year
- Overtime
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
Mortgage Advisor
The Mortgage Experts —Fareham
- £60,000 - £100,000 a year
- Remote
Insurance Advisor
Howden Group Holdings —Chichester
- Full-time
- Hybrid work
- Employee discount
2d
Chief Financial Officer, GGB Caribbean
Gallagher —St. Michael
- Master's degree
- Leadership
- Accounting
- Employee assistance programme
- Sick pay
Retail Travel Advisor
TUI —Havant
- From £13.09 an hour
- Part-time
- Customer service
- Employee discount
2d
Service Manager
Marshall Motor Group —Fareham
- Customer service
- Analysis skills
- Annual leave
- Employee discount
Quick apply
HR Officer
Wonderseekers —Winchester
- £32,000 a year
- Part-time
- Microsoft Outlook
- Data analysis skills
- English
- Free parking
- Store discount
Quick apply
Customer Advisor
Pavers —Portsmouth
- £13.00 - £13.50 an hour
- 8 hour shift
- Employee discount
Quick apply
1d
Tesco Travel Money Advisor
Travelex —Fratton Park
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
2d
Trainee Complex Case Executive - Mortgages
Your Mortgage People —Fareham
- £26,000 - £30,000 a year
- Full-time
- Customer service
- Mentoring
- Financial services
Quick apply
6d
Junior Commercial Advisor
Verisure Services (UK) Limited —Southsea
- £3,800 a month
- Full-time
Quick apply
Technical Security Advisor
Procode Technology Limited —Eastleigh
- £60,000 a year
- Hybrid work
- Annual leave
- Employee assistance programme
Sales Advisor
River Island —Portsmouth
- £11.56 - £12.80 an hour
- Employee discount
Quick apply
2d
Compliance and Engineering Manager
Hampshire County Council —Winchester
- £65,895 - £73,902 a year
- Hybrid work
- Construction
- Communication skills
- Annual leave
- Employee assistance programme
Central Finance Manager
TC-Group —Fareham
- £55,000 - £65,000 a year
- Full-time
- Hybrid work
- Accounting
- Leadership
Quick apply
Mortgage Advisor
PRIMIS Mortgage Network —Romsey
- £30,000 - £35,000 a year
- Full-time
General Practitioner
Bupa —Fareham
- Part-time
- BLS Certification
- Microsoft Office
- IT
- Employee discount
- Gym membership
Quick apply
8d
Customer Service Advisor
Rooster Financial Services Ltd —Winchester
- £24,420 - £26,000 a year
- Full-time
- Hybrid work
- English
- Data entry
- Phone etiquette
- Free parking
Quick apply
1d
Mortgage Advisor
Placing Faces —Fareham
- £33,000 a year
- Full-time

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Receptionist

Redwood Financial Family Wealth & Estate Planners Ltd -
Southampton

Quick apply

Job details

Permanent | Full-time
£25,000 - £29,000 a year

Benefits

Free parking
Company pension
Company events
Employee discount
On-site parking

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Organisational skills
Front desk
Communication skills
Time management

Full job description

Receptionist – Full Time
Location: Droxford, Southampton - Onsite full time
Hours: Monday to Friday, 9:00am – 5:00pm (35 hours per week, with 1-hour unpaid break)

Salary: £25-29k depending on experience

About Us

We are a family-owned business with a strong focus on building lasting relationships and delivering exceptional service to our Clients. Our dedicated team is at the heart of everything we do, and we take great pride in creating a professional, welcoming, and supportive environment for both Clients and colleagues.

Our Clients are our priority, and we believe every interaction should leave a positive and lasting impression. Guided by our Core Values — Trust, Pride & Passion — we aim to deliver a service that is personal, professional, and genuinely memorable.

The Opportunity

We are seeking a professional, well-presented, and personable Reception Administrator to join our team. This opportunity has arisen due to an internal promotion, reflecting our commitment to developing and progressing our people.

As the first point of contact for Clients and visitors, you will play a key role in shaping the client experience and representing the business to the highest standard. You will be responsible for delivering a warm and professional front-of-house service, while also providing administrative support to our Estate Planning and Financial Planning teams.

We are looking for someone who is passionate about helping people, thrives in a close-knit team environment, and takes pride in delivering excellent service. Previous experience in a reception or front-of-house role is essential, along with strong organisational skills, attention to detail, and confidence managing multiple priorities.

Key Responsibilities

Greeting Clients and visitors in a warm, professional manner
Answering and directing incoming calls efficiently
Taking full responsibility and management of the diary system
Managing meeting room bookings and preparing rooms for client meetings
Maintaining a tidy, organised, and welcoming reception area
Supporting the Estate Planning and Financial Planning teams with administrative tasks
Time and task management of the Advisors
Keeping Client databases accurate and up to date
Managing incoming and outgoing post

The Successful Candidate

· Excellent communication skills with a confident and professional manner

Well-presented with a strong focus on delivering a high standard of service
Highly organised with strong attention to detail
Proactive and able to manage multiple tasks effectively
A positive team player who is open to learning and sharing ideas
Excellent attention to detail
Strong organisational skills and confidence managing both their own workload and supporting advisors with diary and time management.
Proficiency in Microsoft Office (Outlook, Word, Excel); experience with Microsoft Dynamics is an advantage

What We Offer

A supportive, friendly team with a collaborative working environment
Regular team-building activities and two annual company events (Summer BBQ and Christmas Party)
Continuous development and opportunities to progress within the business
Free on-site parking
Birthday day off
Two additional “family days” per year to use for important personal occasions

If you’re looking for a role where you can make a real impact while being part of a close-knit and forward-thinking team, we’d love to hear from you.

Job Types: Full-time, Permanent

Pay: £25,000.00-£29,000.00 per year

Benefits:

Company events
Company pension
Employee discount
On-site parking

Experience:

Receptionist: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in waterlooville

Receptionist

Service Advisor

Mortgage Advisor

Insurance Advisor

Chief Financial Officer, GGB Caribbean

Retail Travel Advisor

Service Manager

HR Officer

Customer Advisor

Tesco Travel Money Advisor

Trainee Complex Case Executive - Mortgages

Junior Commercial Advisor

Technical Security Advisor

Sales Advisor

Compliance and Engineering Manager

Central Finance Manager

Mortgage Advisor

General Practitioner

Customer Service Advisor

Mortgage Advisor

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