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- Tasks: Be the friendly face of our team, welcoming clients and managing appointments.
- Company: Join a reputable Chartered Financial Planning firm with over 20 years of excellence.
- Benefits: Enjoy a dog-friendly office, great perks, and a supportive work environment.
- Why this job: Dive into a fast-paced role that offers growth and teamwork in financial planning.
- Qualifications: Looking for motivated individuals who thrive in busy settings and love helping others.
- Other info: Located centrally, this role is perfect for those seeking a vibrant workplace.
The predicted salary is between 24000 - 36000 £ per year.
Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. They are located in a central and easily accessible area. Your new role This client is looking for a motivated and enthusiastic individual to join their small team. You will be working closely with Paraplanners, Accountants, Financial Planners and Compliance specialists to contribute to providing holistic financial planning for clients. This is a fast-paced role and would be suited to an individual that enjoys working in busy environments. Duties will include: Act as a first point of contact for all visitors, offering refreshments and welcoming clients. Answering phone call enquiries and directing appropriately Contribute to monthly evaluations Arrange and confirm client reviews Manage appointment bookings for a busy diary Create documents Manage post, both incoming and outgoing Assist with reporting and other ad-hoc Administration duties as required. Working with Financi…
Receptionist Administrator employer: Hays Specialist Recruitment Limited
Contact Detail:
Hays Specialist Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Receptionist Administrator
✨Tip Number 1
Familiarize yourself with the financial planning industry. Understanding the basics of financial services and terminology will help you communicate effectively with Paraplanners and Financial Planners, showcasing your enthusiasm for the role.
✨Tip Number 2
Highlight your customer service skills. Since you'll be the first point of contact for clients, demonstrating your ability to create a welcoming atmosphere and handle inquiries professionally will set you apart from other candidates.
✨Tip Number 3
Showcase your organizational skills. In a fast-paced environment, being able to manage appointment bookings and handle multiple tasks efficiently is crucial. Prepare examples of how you've successfully managed busy schedules in the past.
✨Tip Number 4
Express your enthusiasm for teamwork. This role involves working closely with various specialists, so conveying your ability to collaborate and support a friendly team dynamic will resonate well with the hiring managers.
We think you need these skills to ace Receptionist Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and customer service. Emphasize any roles where you acted as a first point of contact or managed appointments, as these are key aspects of the Receptionist Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your ability to thrive in fast-paced environments and your commitment to providing excellent service, which aligns with the company's values.
Highlight Teamwork Skills: Since the role involves working closely with various professionals, emphasize your teamwork skills. Provide examples of how you've successfully collaborated with others in previous positions.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in an administrative role.
How to prepare for a job interview at Hays Specialist Recruitment Limited
✨Show Your Enthusiasm
Make sure to express your excitement about the role and the company. Since this organization values a friendly and welcoming atmosphere, demonstrating your enthusiasm can help you stand out as a motivated candidate.
✨Highlight Your Organizational Skills
Given that the role involves managing appointments and handling a busy diary, be prepared to discuss your organizational skills. Share specific examples of how you've successfully managed multiple tasks in a fast-paced environment.
✨Prepare for Client Interaction Scenarios
As the first point of contact for visitors, it's crucial to show that you can handle client interactions with professionalism. Think of scenarios where you provided excellent customer service and be ready to share those experiences.
✨Familiarize Yourself with Financial Terminology
Since you'll be working closely with financial professionals, having a basic understanding of financial planning terminology can be beneficial. Brush up on relevant terms and concepts to demonstrate your readiness to engage with the team.
