Receptionist / Client Services Administrator Altrincham
Monday to Friday 9:00am – 5:00pm
Hybrid working available following probation
I m currently working with a well‑established and growing financial planning firm in the Altrincham area that is looking to recruit a Receptionist / Client Services Administrator to join their operations team.
This is a varied, client‑facing role that would suit someone who enjoys working in a professional office environment and takes pride in delivering excellent customer service. The successful candidate will play a key role supporting advisers, managing client communications, and helping to ensure the smooth running of the office on a day-to-day basis.
Role Responsibilities
* Acting as the first point of contact for clients both in person and over the phone
* Managing incoming calls and directing enquiries appropriately
* Coordinating meeting room bookings and preparing rooms for client meetings
* Scheduling client review meetings and managing adviser diaries
* Supporting advisers with review preparation and client communications
* Preparing meeting documentation and maintaining accurate client records
* Following up with clients regarding appointments and outstanding communications
* Assisting with office administration and maintaining a professional office environment
* Supporting wider client servicing and operational tasks where required
Qualifications
* Previous experience within administration, reception, customer service, or professional services
* Excellent communication and interpersonal skills
* Professional and confident telephone manner
* Strong organisational skills and attention to detail
* Ability to prioritise workload and manage multiple tasks effectively
* Good working knowledge of Microsoft Office
* Positive, proactive, and team‑oriented attitude
* High level of professionalism and confidentiality
Benefits
* 25 days holiday plus additional birthday leave
* Pension scheme
* Life cover
* Employee benefits and discount platform
* Regular company events
* Hybrid working available after probation
* Supportive and collaborative working environment
If you re based in or around Altrincham and would be interested in hearing more about the opportunity, please get in touch for a confidential discussion.
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