Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Be the welcoming face of a prestigious wealth management firm, providing top-notch client service.
- Company: Join a renowned investment firm located in an impressive office space in St James.
- Benefits: Enjoy a fantastic benefits package and a vibrant work environment with opportunities for growth.
- Why this job: Perfect for a people person who thrives in a dynamic setting and loves making connections.
- Qualifications: Ideal candidates should have front-of-house experience and excellent administrative skills.
- Other info: Tech-savvy individuals will excel, especially with Zoom and IT tasks.
The predicted salary is between 28800 - 43200 £ per year.
We have a fantastic new reception role for a Wealth Management firm in St James. This client has an impressive office space and requires a receptionist who will work well within a prestigious investment firm. This is a superb opportunity for a bright, forward-thinking receptionist to provide 5* client service to all guests. You will be the face of the company and the first point of contact for high-net-worth clients in person and over the phone. You will be a people person, be smartly presented at all times, and have a professional telephone manner.
Duties will include:
- Meeting and greeting clients
- Setting up meeting rooms, including drinks and preparing refreshments for clients and meetings
- Answering and transferring calls
- Setting up Zoom calls (must be tech-savvy with good IT skills)
- Keeping track of office supplies, ordering drinks and stationery, replenishing stock
- Assisting with client in-house events, setting up board/client meetings
- Ensuring a neat front of house at all times
Admin work includes:
- Supporting the finance team with expenses
- Supporting the HR director's duties, such as reference requests, updating HR systems, and HR admin when required
Ideally, you will have a few years of front-of-house experience within a similar investment firm. You will be of graduate calibre and possess excellent administrative skills. Excellent benefits package on offer.
Receptionist / Admin Assistant - Wealth Management firm employer: Place Recruitment LTD
Contact Detail:
Place Recruitment LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Receptionist / Admin Assistant - Wealth Management firm
✨Tip Number 1
Familiarise yourself with the wealth management industry. Understanding the basics of investment and financial services will help you engage confidently with clients and demonstrate your interest in the role.
✨Tip Number 2
Practice your professional telephone manner. Since you'll be the first point of contact for high-net-worth clients, rehearsing how to handle calls politely and efficiently can set you apart from other candidates.
✨Tip Number 3
Showcase your tech-savviness by being prepared to discuss your experience with tools like Zoom and any other relevant software. Being able to set up virtual meetings smoothly is crucial in this role.
✨Tip Number 4
Highlight your front-of-house experience during the interview. Share specific examples of how you've provided excellent client service in previous roles, as this will demonstrate your capability to thrive in a prestigious environment.
We think you need these skills to ace Receptionist / Admin Assistant - Wealth Management firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in front-of-house roles, particularly within investment firms. Emphasise your client service skills and any administrative tasks you've handled.
Craft a Compelling Cover Letter: Write a cover letter that showcases your personality and professionalism. Mention your enthusiasm for providing 5* client service and your ability to handle high-net-worth clients with care.
Highlight Technical Skills: Since the role requires setting up Zoom calls and good IT skills, be sure to mention any relevant technical proficiencies in your application. This could include software you are familiar with or any specific IT training you've completed.
Showcase Your People Skills: In your application, provide examples of how you've successfully interacted with clients or guests in previous roles. Highlight your ability to maintain a professional demeanor and create a welcoming environment.
How to prepare for a job interview at Place Recruitment LTD
✨Dress to Impress
As a receptionist in a wealth management firm, your appearance matters. Make sure to dress smartly and professionally to reflect the prestigious nature of the company. First impressions count, so aim for a polished look.
✨Showcase Your People Skills
Since you'll be the first point of contact for high-net-worth clients, it's essential to demonstrate your people skills during the interview. Be friendly, approachable, and confident in your communication to show that you can provide 5* client service.
✨Be Tech-Savvy
Highlight your IT skills, especially your ability to set up Zoom calls and manage office technology. Prepare to discuss any relevant software or tools you've used in previous roles, as this will reassure them of your capability in a tech-driven environment.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific situations, such as dealing with difficult clients or managing multiple tasks. Think of examples from your past experience that showcase your problem-solving abilities and organisational skills.
