About the Company
My client is a boutique wealth planner, asset manager and employee benefits specialist. As they are independent, this allows them to provide objective advice that is aligned to client’s best interests, delivered by teams steeped in financial services knowledge and experience. They have built their company on integrity and trust, because doing what is right for clients is best for their business. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent, and knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the Role
They are now looking for an entry-level Receptionist & Administrator to work across both their London & Weybridge sites that wants to get their foot in the door within the Wealth Management industry!
Responsibilities
* The primary focus of this role is the delivery of an exceptional level of service to all visitors to both offices, both internal and external. They want all visitors to their offices to remember their visit for all the right reasons!
* The London office is the flagship office for client meetings, as well as a hot-desking environment for staff, who are typically working in a hybrid/flexible way.
* The Weybridge office is not just the registered address but the foundation of the company. This is where the IT environment is based as is the Accounts department and other critical business functions.
* Reception and office administration duties are at the heart of the role, providing support and cover for receptionists at each site.
* Running alongside these duties is the CRM data role. Full training will be provided as the use of a computerised Client Relationship Management system is bespoke to each firm that operates it.
Qualifications
The ideal candidate for this role will be someone who can learn quickly, manage a busy workload, operate autonomously when required, and deliver an exceptional client experience for both internal (employees and partners) and external clients.
Required Skills
* You will be able to demonstrate productivity and self-motivation.
* Excellent client relationship management and communication skills.
* An ability to multi-task.
* A desire to take on projects.
Pay range and compensation package
The role is paying £25-27k plus a discretionary bonus usually around 7.5%, and including a full benefits package.
Equal Opportunity Statement
They are committed to diversity and inclusivity.