Front Desk Receptionist

3 weeks ago


Bristol, United Kingdom Star House Financial Services Full time

Our small but ambitious firm of Chartered Financial Planners is looking for a full time front desk Receptionist to join our friendly team at our offices in the picturesque Bristol countryside.

We aim to provide an exceptional level of service to all of our clients and you will play an instrumental role in us achieving this. As our front-of-house, this is a vitally important position as you will be the first person to speak to clients (both existing and prospective) on the telephone and the first to welcome them into our offices, making sure that they feel well looked-after from their very first contact onwards. All our clients come to us by personal recommendation, and this makes it a particularly rewarding place to work.

The role extends to keeping the office well-presented and well-stocked, organising any maintenance work as necessary for our equipment, IT systems and office buildings.

You’ll also work closely alongside our team of administrators and paraplanners ‘behind the scenes’ to ensure the accuracy and efficiency of our back office records and processes.

Our clients have high expectations and so we maintain high standards accordingly; this means that you need a super keen eye for detail, sound numerical skills and a high standard of written English. A calm but confident manner, the ability to think laterally and a can-do attitude are crucial. Given the nature of our work, complete discretion is vital.

Excellent IT skills and working knowledge of Office365 (MS Teams, Word, Excel, Outlook) are essential. Experience of other adviser back office software (e.g. Intelligent Office) and investment platforms is highly desirable (but not essential).

Full support with industry qualifications is offered and indeed actively encouraged - we typically only promote from within.

This is a full time, fully office-based role with normal working hours of 8.45am to 5pm Monday to Thursday and 8.45am to 12.45pm on Fridays to align with our current office opening hours. As our offices are based in Chew Magna, a village just South of Bristol, own transport is a necessity.

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£22,000.00 per year

**Benefits**:

- Company pension
- Life insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Work Location: In person


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