Location: Stourbridge
Hours: Monday–Friday, 9:00am–5:00pm (we may be flexible on reducing hours for the right candidate, e.g. 9:00am–3:00pm)
Overview
We are seeking a professional, organised, and proactive Receptionist / IFA Administrator to join our team. This dual role combines front-of-house responsibilities with essential administrative support to our financial advisers. The successful candidate will be the first point of contact for clients, ensuring they receive a warm welcome, while also supporting the advice process through accurate and timely administration.
Key Responsibilities
Reception Duties
* Answering incoming calls, handling queries where possible, and directing calls appropriately.
* Greeting clients on arrival and ensuring they are made comfortable, including offering refreshments.
* Managing incoming and outgoing post, including scanning, distributing, and filing correspondence.
* Maintaining a professional and welcoming reception area.
IFA Administration Duties
* Preparing and issuing Letters of Authority to providers, ensuring accuracy at all times.
* Following up and chasing providers to obtain requested information and documentation.
* Making ad-hoc calls to providers to resolve queries promptly.
* Matching up fee and commission statements with internal records, ensuring accuracy and reporting any discrepancies.
* Sending out client feedback questionnaires and collating responses.
* Booking client meetings and managing adviser diaries.
* Creating and organising blank meeting packs ahead of client appointments.
* Supporting advisers with general client administration as required.
Office Support
* Monitoring and replenishing office supplies and stationery.
* Assisting with general administrative tasks to ensure the smooth running of the office.
Skills & Experience Required
* Previous experience in a receptionist or administrative role (financial services or IFA experience desirable but not essential).
* Excellent telephone manner and strong communication skills.
* Highly organised with good attention to detail.
* Ability to manage multiple tasks and prioritise workload effectively.
* Confident using Microsoft Office (Word, Excel, Outlook) and willing to learn new systems.
* Professional, friendly, and client-focused approach.
Personal Attributes
* Proactive and willing to take ownership of tasks.
* Team player with a positive and flexible attitude.
* Professional appearance and demeanour.
* Strong interpersonal skills with the ability to build rapport with clients and colleagues.
This is a varied and rewarding role, ideal for someone who enjoys combining client-facing responsibilities with behind-the-scenes administration.
Job Types: Full-time, Permanent
Pay: £12.21-£13.00 per hour
Expected hours: 37.5 per week
Benefits:
* Additional leave
* Company pension
* Financial planning services
* Free parking
* On-site parking
Experience:
* Administrative: 1 year (preferred)
Work Location: In person