Are you a confident communicator with a passion for organisation, client service, and creating a welcoming first impression? Fox Payne is looking for a Junior Administrator & Receptionist to join our growing financial planning practice. This role is perfect for someone who thrives in a client‑facing environment and enjoys working as part of a supportive and professional team.
This role is based full time in our Caversham (Reading) office.
The benefits
* Pension contribution matches up to 5%
* Critical illness – 3x salary
* 25 days holiday
* A supportive environment that values personal development
* Exposure to all areas of a growing financial planning business
* The chance to influence process improvements and shape excellent client service
* A friendly, collaborative team who truly care about doing things the right way
In this front‑office position, you will be the first point of contact for clients – by phone, email, and in person, ensuring that they receive a warm, professional, and high‑quality experience at every interaction. You’ll also support advisers with administrative tasks that contribute to the smooth delivery of financial planning and mortgage advice. This is a varied role well suited to someone who enjoys multitasking, staying organised, and contributing to a positive team culture.
Your responsibilities will include
* Answering incoming calls and emails, resolving queries when appropriate.
* Providing a first‑class welcome for clients attending on‑site meetings.
* Managing incoming and outgoing post.
Administrative Support
* Updating and maintaining client records on the CRM system.
* Obtaining quotations, illustrations, valuations, and other supporting documents.
* Supporting advisers with workflow and case management.
* Submitting applications to product providers and monitoring progress.
* Managing ad‑hoc client administration tasks such as policy updates, documentation requests, and address changes.
Operational & Process Support
* Ensuring office upkeep and supporting maintenance needs.
* Helping improve internal processes and documenting procedures.
* Assisting with proactive marketing to existing and prospective clients.
* Liaising with Openwork and product providers to keep materials and processes up to date.
* Contributing to team projects and business improvements.
What will you need to succeed?
* Experience in administration within financial services or a similar client‑facing environment.
* Strong communication skills and a professional manner.
* High attention to detail and excellent organisational ability.
* Strong IT literacy, including Outlook, Word, Excel, PowerPoint, CRM systems.
* Ability to work within deadlines and manage multiple tasks.
Why us?
Fox Payne are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
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