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For Companies At a Glance
- Tasks: Be the friendly face of our office while supporting financial advisers with essential admin tasks.
- Company: Join a professional team in a welcoming and supportive environment.
- Benefits: Enjoy competitive pay, pension plans, and free on-site parking.
- Why this job: Perfect for those who love client interaction and want to grow in a dynamic role.
- Qualifications: Previous admin or receptionist experience is a plus; strong communication skills are essential.
- Other info: Flexible hours available for the right candidate, making it ideal for students.
The predicted salary is between 24000 - 36000 £ per year.
Job Description: IFA Administration Support and Receptionist
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
Benefits:
Additional leave
Company pension
Financial planning services
Free parking
On-site parking
Experience:
Administrative: 1 year (preferred)
Receptionist employer: Meriden Financial Planning Limited
Contact Detail:
Meriden Financial Planning Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Receptionist
✨Tip Number 1
First impressions matter, so when you walk into that interview, make sure to smile and greet everyone warmly. We want to see your friendly side right from the start!
✨Tip Number 2
Be prepared to chat about your previous experience. Think of specific examples where you've juggled multiple tasks or handled client queries effectively. We love hearing about how you’ve made a difference in past roles!
✨Tip Number 3
Don’t forget to ask questions! Show us you’re interested in the role by asking about team dynamics or what a typical day looks like. It’s a great way to demonstrate your proactive attitude.
✨Tip Number 4
Finally, follow up after your interview with a quick thank-you email. It shows professionalism and keeps you fresh in our minds. Plus, it’s a nice touch that we really appreciate!
We think you need these skills to ace Receptionist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous receptionist or administrative roles, especially if they relate to financial services. We want to see how you fit into our team!
Craft a Friendly Cover Letter: Your cover letter is your chance to show off your personality! Keep it professional but let your friendly side shine through. Mention why you're excited about the role and how you can contribute to our welcoming environment.
Showcase Your Organisational Skills: In your application, give examples of how you've managed multiple tasks or prioritised workloads in the past. We love candidates who can juggle responsibilities like a pro, so don’t hold back on sharing your experiences!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Meriden Financial Planning Limited
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the job description. Familiarise yourself with both the receptionist and IFA administration duties. This will help you demonstrate how your skills align with their needs and show that you're genuinely interested in the role.
✨Practice Your Communication Skills
Since you'll be the first point of contact for clients, it's crucial to showcase your excellent telephone manner and strong communication skills. Practise answering common interview questions out loud, focusing on clarity and professionalism. You might even want to role-play with a friend to get comfortable.
✨Showcase Your Organisational Skills
Being organised is key for this role. Prepare examples from your past experience where you've successfully managed multiple tasks or prioritised workloads. This will help illustrate your ability to handle the varied responsibilities of the position effectively.
✨Dress the Part
First impressions matter, especially in a client-facing role. Make sure to dress professionally and maintain a polished appearance for your interview. This not only reflects your understanding of the role but also shows respect for the company and its clients.