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- Tasks: Manage front desk, handle calls, and support admin tasks in a dynamic financial firm.
- Company: Thriving financial planning firm with a supportive team culture.
- Benefits: Gain valuable experience, develop skills, and work in a friendly environment.
- Why this job: Be the first point of contact and make a positive impact on clients' experiences.
- Qualifications: Strong communication skills and ability to organise tasks efficiently.
- Other info: Opportunity for growth and learning in a regulated industry.
The predicted salary is between 30000 - 42000 £ per year.
Job Description
This is a great opportunity to join this thriving financial planning firm and join their small team in Stockbridge. Working with the management team, the role will be to support with administrative tasks to ensure the business is well run and to run the receptionist area.
Specifically, your key responsibilities will be:
Frontline Communications
- Managing incoming phone calls, directing inquiries to appropriate individuals and relaying messages efficiently.
- Initial point of contact for clients and visitors playing an important role in creating a positive and welcoming impression.
- Sorting, recording and distribution of post and deliveries.
- Keeping the office organised by ensuring stationery and supplies are managed effectively.
- Maintaining a tidy, professional reception space and ensure meeting rooms are set up as required.
- Support with arranging regular servicing and emergency repair and maintenance of all office equipment.
General Administrative work
- Weekly Health & Safety tasks such as fire alarm checks.
- Support the management team with compliance and file checking tasks.
- Providing general administrative support to the business.
- Provide IT support on projects as we make improvements in our opera on.
- Support with the drafting of processes and presentations.
- Ad hoc support to the management team
Other Requirements
- A high-level understanding of the company’s advice process, service proposition and charging structure.
- Adherence to internal guidelines surrounding data security, confidentiality and compliance rules for non-advising members of staff.
- Annual competency assessment in money laundering, data protection and compliance.
- Always comply with the firm’s compliance procedures. Including, but not limited to, financial crime, training and competence, complaints and data security.
- Attend training to develop relevant knowledge and skills pertinent to your role.
- Work with the business in fulfilling its goal and responsibility to deliver good outcomes to our clients.
We are looking for candidates who are highly organised and have the capability to plan and prioritise assignments in a busy environment.
Key Skills:
- Communication skills; strong written and spoken English.
- Efficient organiser with excellent attention to detail.
- Ability to manage workloads efficiently and keep workstreams on track.
- Interpersonal skills; friendly, helpful, proactive and contributes to the success of the team
- Time management skills; able to handle deadlines and pressure.
- Excellent IT skills and proficient in Microsoft Office Products
- Previous team leadership / line management.
- Marketing skills
Desirable qualifications or experience:
- 2 years’ experience working in a regulated environment, ideally within the financial services industry or another service related industry.
- Experience of working as part of a small management team.
Sounds interesting? Please get in touch for more information about the role.
Receptionist and Administrative Assistant employer: Life and Careers
Contact Detail:
Life and Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Receptionist and Administrative Assistant
✨Tip Number 1
Get to know the company before your interview! Research their values, mission, and recent news. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since you'll be the first point of contact for clients, it's crucial to convey a friendly and professional image. Role-play common scenarios with a friend to boost your confidence.
✨Tip Number 3
Show off your organisational skills during the interview! Bring examples of how you've managed workloads or improved processes in previous roles. This will demonstrate your ability to thrive in a busy environment.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Receptionist and Administrative Assistant
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the role. Highlight your relevant experience in administration and customer service, and show us how you can contribute to our team at StudySmarter.
Show Off Your Communication Skills: Since this role involves frontline communications, it’s crucial to demonstrate your strong written and spoken English. Use clear and concise language in your application to reflect your communication prowess.
Be Organised and Detail-Oriented: We love candidates who are efficient organisers! Make sure your application is well-structured and free of errors. This will showcase your attention to detail and ability to manage workloads effectively.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Life and Careers
✨Know the Company Inside Out
Before your interview, take some time to research the financial planning firm. Understand their services, values, and any recent news. This will not only help you answer questions more effectively but also show that you're genuinely interested in the role.
✨Practice Your Communication Skills
As a receptionist and administrative assistant, strong communication skills are key. Practice answering common interview questions clearly and confidently. You might even want to role-play with a friend to get comfortable with speaking about your experiences and how they relate to the job.
✨Showcase Your Organisational Skills
Be prepared to discuss how you manage your time and keep things organised. Think of specific examples from your past work where you successfully handled multiple tasks or improved efficiency. This will demonstrate your ability to thrive in a busy environment.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company culture, or what a typical day looks like. This shows your enthusiasm for the role and helps you determine if it’s the right fit for you.