Job title:
Receptionist/Administrator
The company:
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard. They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this! In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
The role:
The purpose of this role is to be the first point of contact for the company and to provide administrative support across the organisation.
Duties and Responsibilities:
Your key duties and responsibilities will include but not be limited to:
General Office Duties
* Answering of all incoming calls.
* Managing diaries.
* Meeting and greeting clients and other visitors.
* Screening & organising incoming emails for Directors.
* Keeping back-office systems up to date.
* Managing incoming and outgoing post.
* General office maintenance.
* Maintain office security by following safety procedures.
* Keeping meeting rooms clean, tidy and stocked.
* Arranging additional facilities needed for client meetings (e.g. sandwiches, lunch bookings).
* Ordering and maintaining adequate stationery levels.
* Ordering and maintaining general supplies for kitchen and office.
* Assistance with general administrative tasks.
* Proofreading and typing as required.
* Arrange travel when needed.
* Raising and sending invoices & other accounts management.
Project management
* Assisting with successful delivery of a range of projects from set-up through all execution stages.
* Reporting on project progress status to the Managing Director and assisting with resolving issues.
* Coordinating individuals and or departments working together to achieve agreed outcomes.
* Updating the in-house systems with information gained on projects.
Operations
* Providing support with operational projects.
* Assisting the Managing Director and the Leadership Team with the management of daily operational activities.
* Preparing and maintaining operations documents and reports.
* Assist with monitoring, controlling, and managing business operations to meet client expectations and company goals.
* Assist with ensuring that all business service activities comply with relevant acts, legal & regulatory requirements, and ethical standards.
* Assist with ensuring compliance with company standards and procedures.
* Assist with identifying operational problems and resolving them in a quickly and timely manner.
IT
* Keep up to date with technology and suggest improvements to the existing way of working.
* Liaise with external IT consultants.
* Assist with ensuring data security, IT, and disaster recovery policies are in place and working.
* Keep an up-to-date register of hardware, software, and staff passwords.
Marketing & Events
* Assist with the planning and organisation of conferences, events, staff training, and team activities.
Compliance
* Practice, the FCA Conduct Rules and the relevant FCA rules at all times.
* Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times.
* Follow appropriate ethical standards within the firm at all times.
* Ensure relevant CPD is maintained and recorded accurately.
* Maintain all standards of performance as required by the firm.
Package Details
* The successful candidate will receive a basic salary of £20,000 - £24,000 Per Annum.
Other benefits include:
* Flexible / Hybrid Working available (business needs dependent)
* 12 Wellbeing Days available per annum
* 22 Days Holiday (plus Bank Holidays)
* Additional Paid Leave over Christmas
* Never Work Your Birthday!
* Quarterly Team Social
* Monthly Team Building
* £1,000 Personal Development allowance per annum
* Flexible Appointments Policy
* Cycle2Work Scheme
* Life Cover of 4 x salary
* YuLife Reward Gateway
* Enhanced Maternity & Paternity
* Never Work Your Child’s Birthday!
* Paid Leave for Child School Events (up to 4 a year)