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- Tasks: Support clients and teams by managing meetings, communications, and documentation.
- Company: Join a dynamic team in a client-focused environment in Girton, Cambridge.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive workplace culture.
- Other info: Flexible hours with opportunities for growth and professional development.
- Why this job: Be the face of our client experience and make a real difference every day.
- Qualifications: Strong communication skills and ability to thrive in a busy office setting.
The predicted salary is between 30000 - 40000 £ per year.
The job holder will report to the Director of Client Experience. This position supports our Clients, Directors, Financial Planners (FPs), Client Relationship Managers (CRMs) and the Client Experience team based in our Girton office (north Cambridge). The hours required are Mondays and Fridays 9.00am - 5.00pm with potential to cover annual leave elsewhere within the team.
Main Duties:
- Liaising with Head of Client Experience to establish workloads and priorities.
- To ensure all meeting rooms are prepared in advance of meetings including setting up associated technology as required. Provide beverages and/or lunch and ensure rooms are returned to their original state after use.
- Update and maintain whiteboard with daily meetings.
- Handle all enquiries in a professional manner (email or telephone), providing excellent service and addressing their needs effectively.
- Coordinate client meetings and manage FP/CRM calendars.
- Processing incoming post/deliveries distributing as appropriate. Processing outgoing post, including special deliveries.
- Process and manage client documentation i.e. Wills, Share Certificates, efficiently and accurately, that are received in the post.
- Reviewing and cleansing data on core systems (individually and/or in bulk) including exporting and manipulating data.
- Accurately preparing documents such as meeting packs and other ad hoc administrative tasks assigned.
- Completion of mass mailings as required (post, email, via back-office system).
- To provide support, assistance and cover for colleagues as reasonably necessary to deliver the company objectives.
- Comply with the Education Policy.
- Comply with the relevant Conduct Rules, as per the Senior Managers & Certification Regime.
- Adhere to the Company handbook at all times.
- Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA).
Note: This job description is non-contractual and is not exhaustive. It also may be added to or changed from time-to-time following discussions and consultation with the post holder and line manager.
Personal Specification
Skill: Essential to be able to work using your own initiative; have a proven track record in a direct client-facing role; have problem-solving and decision-making abilities, have excellent verbal and written communication skills, planning and organisation skills, experience in MS Office systems i.e. Word, Excel, Outlook.
Experience: Essential to have experience of working in a busy and dynamic office environment, managing a busy and varied workload and able to work to deadlines with changing priorities. Desirable to have experience in using a back-office system, e.g. Intelliflo.
Personal Quality: You should be self-motivated and pro-active, able to cope under pressure, willing to maintain a professional standard and have a positive can-do work ethic.
Qualifications & Training: You should have the willingness to achieve and maintain a level of competence as required by the business and prepared to complete all training prescribed by the firm within the timescale given. You would need to adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority (FCA) regulator.
Front of House Executive in Cambridge employer: MM WEALTH LTD
Contact Detail:
MM WEALTH LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Front of House Executive in Cambridge
✨Tip Number 1
Network like a pro! Reach out to people in your industry, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Know their values and how you can contribute to the team. This will help you stand out as someone who genuinely cares about the role.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications directly from candidates who are excited about joining us. Plus, it shows you're proactive and really want to be part of the team.
We think you need these skills to ace Front of House Executive in Cambridge
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Front of House Executive role. Highlight your experience in client-facing roles and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Show Off Your Communication Skills: Since this role involves liaising with various teams and clients, it's crucial to demonstrate your excellent verbal and written communication skills. Use clear and concise language in your application to reflect your ability to handle enquiries professionally.
Highlight Your Organisational Skills: This position requires strong planning and organisation skills. In your application, share examples of how you've managed busy workloads or coordinated events in the past. We love seeing how you keep everything running smoothly!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at MM WEALTH LTD
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Front of House Executive role. Familiarise yourself with the key responsibilities like liaising with the Client Experience team and managing calendars. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your excellent verbal and written communication skills. You might be asked to handle a mock client enquiry during the interview, so practice responding to different scenarios professionally and effectively.
✨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving abilities. Think of examples from your past experiences where you successfully managed a busy workload or resolved an issue under pressure. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Familiarise Yourself with Compliance Standards
Given the importance of compliance in this role, brush up on relevant regulations and the company's policies. Being able to discuss how you would adhere to compliance requirements and maintain professional standards will impress the interviewers and show that you take the role seriously.