Receptionist and Support Specialist
2 days ago
An exciting opportunity has arisen for an experienced Receptionist and Support Specialist to join our team in a leading Chartered Financial Planning firm based in the UK.
You will be working closely with a skilled team of professionals to deliver exceptional financial planning solutions for clients. Your key responsibilities will include:
- Providing exceptional customer service by responding to phone calls and directing inquiries appropriately.
- Supporting the team with reporting and other administrative tasks as required.
- Collaborating with Financial Planners to arrange and prepare for client meetings.
- Maintaining accurate client records and data entry.
- A background in the Financial Advisory sector is essential for this role, requiring a strong understanding of financial procedures and software.
- Familiarity with the organization's operations and processes is also necessary.
- The successful candidate can expect a competitive salary of £26,000 - £36,000 per annum, depending on experience, along with a range of benefits including:
- Annual leave increasing with service
- Pension scheme access with free financial advice
- Company sick pay
- Maternity, Paternity and Adoption pay
- Flexible working arrangements
- Company events
This role offers an excellent opportunity to develop your skills and expertise in a dynamic and supportive environment.
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