Join Welby, a well-established Chartered financial planning practice with over 50 years of combined experience in delivering unbiased, trustworthy financial advice. We pride ourselves on simplifying the financial planning process and putting our clients at the heart of everything we do. Our team of independent financial advisers is dedicated to building solutions and planning futures for the clients we serve. The Opportunity We are seeking an experienced and personable Receptionist with Administrative Duties to become an integral part of our professional team. This is an excellent opportunity for someone who thrives in a client-focused environment and enjoys the variety that comes with supporting a busy financial planning practice. As the first point of contact for our clients, you will play a vital role in delivering exceptional service while providing essential administrative support to our financial advisers. Contract - Part time Salary - £20,000 - £25000 (pro rata 28 hours per week) Key Responsibilities Client Services Provide a warm, professional reception service, answering phone calls and greeting visitors Handle client queries and correspondence with professionalism and discretion Deliver outstanding client administration support and servicing Administrative Support Accurately update and maintain client information on our back-office system (Intelligent Office) Prepare documentation and materials for client meetings within agreed timescales Process new business applications and liaise effectively with the admin team and advisers Manage incoming and outgoing post, prioritising items on receipt Communicate and liaise with product providers on behalf of advisers Provide general administrative support to financial advisers The Ideal Candidate Proven experience in a receptionist or administrative role within an office environment Excellent organisational and time management skills Outstanding written and verbal communication abilities Strong attention to detail with a commitment to accuracy Ability to work both independently and collaboratively as part of a team Adaptable approach with the ability to manage competing priorities Professional telephone manner and client-facing skills Our Core Values We're looking for someone who shares Welby's values and commitment to excellence: Client-Focused Putting our clients at the heart of everything we do Always Making Time Being accessible and responsive Positive Attitude Striving to be the best in everything we do Attention to Detail Ensuring accuracy and professionalism Creating Simplicity Making the complex straightforward Solution-Oriented Building solutions and planning futures We value our team members and offer an attractive benefits package, including: Healthcare Scheme Comprehensive health coverage Private Medical Insurance For your peace of mind Staff Pension Scheme Secure your future Death in Service Benefit Financial protection for your loved ones Free Onsite Parking Convenient and cost-saving Onsite Gym Facilities Supporting your health and wellbeing Professional Development Opportunities for training and career growth Supportive Team Environment Work with experienced professionals How to Apply If you're an organised, client-focused professional looking to join a reputable financial planning practice where your contribution will be truly valued, we'd love to hear from you. To apply, please submit your CV and a covering letter outlining why you would be an excellent fit for this role. Welby is an equal opportunities employer. We welcome applications from all suitably qualified candidates regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation. Skills: Receptionist Office Administration Administrative support