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Receptionist / Office Administrator

4 months ago


Newcastle upon Tyne, United Kingdom Leazes Quadrus Financial Planning Ltd Full time

**About us**

Leazes Quadrus Financial Planning Ltd is a successful, local financial advice firm specialising in providing quality financial advice and exceptional customer service to its 300+ clients.

**Company description**

We are a successful financial services firm primarily based in Newcastle, currently responsible for looking after £45m of funds for 300+ clients. As a result, we are a small but busy office and we pride ourselves on delivering only the best customer outcomes for our clients, in a relaxed, sociable and friendly working environment.

**Job description**

As our new Office Administrator, you will be responsible for the effective day to day running of the business. In a wide ranging and varied role, you will be responsible for managing the diary of our advisers, taking incoming calls and making outgoing calls to clients, and managing client requests from start to finish in order to achieve positive outcomes for our clients.

You will also be responsible for gathering information on behalf of our clients from 3rd party providers, and chasing 3rd parties in the event of delayed responses, whilst managing ongoing caseloads for multiple clients. Additionally, you will also be responsible for putting together information/presentation packs for clients in time for their meetings with our advisers.

As a result of the above, good organisation skills, communication skills, grammatical skills and attention to detail are absolutely essential to be able to perform this role. Whilst experience is preferable, all necessary training will be provided for the role in-house, so a good working attitude is more preferential to experience.

**Salary**: £21,000.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- Sick pay

Schedule:

- Holidays
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Application deadline: 05/09/2023
Expected start date: 11/10/2023