At a Glance
- Tasks: Welcome clients, manage calls, and coordinate office activities in a professional environment.
- Company: Join a growing financial planning practice in Bristol with a supportive team culture.
- Benefits: Enjoy a competitive salary, annual bonus, 30 days holiday, and study support.
- Other info: Structured training and clear career progression opportunities await you.
- Why this job: Shape client experiences while developing skills for a long-term career in a dynamic setting.
- Qualifications: Previous receptionist or office support experience is preferred but not essential.
The predicted salary is between 25000 - 28000 £ per year.
An exciting opportunity has arisen to join a growing financial planning practice in Bristol as the business continues to expand. Initially, this role is focused on delivering an exceptional front-of-house experience. As the first point of contact for clients, advisers and visitors, you'll play a key role in ensuring the office runs professionally and efficiently while creating a warm, welcoming environment.
As the office continues to grow, you'll receive full training on the firm's client management systems and administrative processes, allowing you to develop into a broader client support position over time. This is an ideal opportunity for someone who enjoys working with people, takes pride in delivering excellent service, and is looking for a long-term career within a professional office environment.
What you'll be doing
- Welcoming clients and visitors
- Preparing meeting rooms for client appointments
- Handling incoming calls and enquiries
- Coordinating post, deliveries and office administration
- Maintaining a professional and well-presented reception area
- Supporting the wider team with general administrative tasks
As your knowledge grows, you'll receive training on the firm's CRM system and client administration processes, giving you the opportunity to broaden your responsibilities over time.
About you
We're looking for someone who enjoys being the face of the business and takes pride in creating a professional, organised environment. You'll ideally have:
- Previous experience in a receptionist, front-of-house or office support role
- A professional and confident manner
- Excellent communication and organisational skills
- Strong attention to detail
- A proactive, can-do approach
- Experience within a corporate or professional services environment would be advantageous
No previous financial planning experience is required. Full training will be provided.
What this role offers
You'll be joining an established financial planning practice at an exciting stage of growth, with the opportunity to build a long-term career rather than simply filling a reception position. As the business expands, so too will your responsibilities, with structured training and ongoing development into client administration and operational support.
Benefits
- Annual bonus scheme
- Referral commission for introducing friends and family
- 30 days holiday plus bank holidays and Christmas shutdown
- Study support and funding towards industry qualifications
- Pension scheme and sick pay
- Employee Assistance Programme
- Birthday day off
- Regular company events
- Opportunities to support the firm's charity foundation
- Clear career progression within a growing business
Why this role?
This is more than a reception position. It's an opportunity to become part of a growing financial planning practice where you'll be trusted to shape the client experience from the moment someone walks through the door, while developing new skills and building a long-term career within a supportive, professional team.
StudySmarter Expert Advice🤫
We think this is how you could land Receptionist in Bath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ellis James Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Receptionist in Bath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ellis James Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ellis James Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ellis James Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ellis James Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ellis James Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ellis James Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
