Ad Hoc Receptionist and Coordinator

3 weeks ago


Preston, Lancashire, United Kingdom Hays Accounts and Finance Full time
About the role
Hays Accounts and Finance is partnering with a reputable Chartered Financial Planning firm in Penrith. As a member of the team, you will contribute to delivering exceptional financial planning services to clients.

This is an exciting opportunity to work closely with experienced professionals, including Paraplanners, Accountants, Financial Planners, and Compliance specialists.

  1. You will be responsible for managing incoming calls and directing them to the appropriate personnel.
  2. Support the team with administrative tasks and reporting, as needed.
  3. Collaborate with Financial Planners to plan and prepare for client meetings.
  4. Ensure accurate record-keeping and data entry, including financial calculations.

Requirements
To be successful in this role, you will require previous experience in the Financial Advisory sector, with a solid understanding of financial processes and organizational operations.

The estimated salary for this position is around £28,000 per year, considering the location and industry standards.

This role offers a range of benefits, including:

  • Generous annual leave entitlement.
  • Access to a pension scheme with complimentary financial guidance.
  • Company-provided sick pay.
  • Maternity, Paternity, and Adoption support.
  • A flexible work-life balance.
  • Company-sponsored events.


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