Hays | Receptionist Administrator | Penrith
2 days ago
Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.
This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.
They are a friendly and welcoming team, based in a beautiful office that welcomes dogs
Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise.
They are located in a central and easily accessible area.
Your new role This client is looking for a motivated and enthusiastic individual to join their small team.
You will be working closely with Paraplanners, Accountants, Financial Planners and Compliance specialists to contribute to providing holistic financial planning for clients.
This is a fast-paced role and would be suited to an individual that enjoys working in busy environments.
Duties will include: Act as a first point of contact for all visitors, offering refreshments and welcoming clients.
Answering phone call enquiries and directing appropriately Contribute to monthly evaluations Arrange and confirm client reviews Manage appointment bookings for a busy diary Create documents Manage post, both incoming and outgoing Assist with reporting and other ad-hoc Administration duties as required.
Working with Financial Planners to arrange and prepare for client meetings.
Ensuring accuracy of client records and data entry and calculations.
What you'll need to succeed Previous experience in the Financial Advisory sector is required for this role as you will need a good understanding of the running of the organisation.
Good literacy and numeracy skills and the ability to work to a high degree of accuracy.
Ability to communicate clearly and professionally.
Knowledge of financial processes.
What you'll get in return This firm has excellent employee retention due to their genuine care for individuals and opportunities rarely arise within this organisation.
Their commitment to their employees is evident through their healthy benefit offering, great holiday scheme and company socials.
The annual salary is subject to experience.
28 days of annual leave - increasing with service.
Access to the pension scheme with free financial advice.
Company sick pay Maternity, Paternity and Adoption pay Flexibility to suit work/ life balance Company events Parking offered What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk JBRP1_UKTJ
-
Dean, United Kingdom Hays Full timeYour new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based in a beautiful office that welcomes dogs!Offering...
-
Dean, United Kingdom Hays Full timeYour new company If you want to know about the requirements for this role, read on for all the relevant information.Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They...
-
Receptionist Administrator
1 week ago
Dean, United Kingdom Hays Full timeYour new company Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from...
-
Receptionist Administrator
1 week ago
Dean, United Kingdom Hays Full timeExcellent opportunity with a reputable firm based in Penrith Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team,...
-
Receptionist Administrator
1 week ago
Dean, United Kingdom Hays Full timeYour new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based in a beautiful office that welcomes dogs!Offering...
-
Dean, United Kingdom Hays Full timeYour new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based in a beautiful office that welcomes dogs!
-
Dean, United Kingdom Hays Full timeYour new company Submit your CV and any additional required information after you have read this description by clicking on the application button.Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from...
-
Dean, United Kingdom Hays Full timeExcellent opportunity with a reputable firm in Penrith Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based...
-
Dean, United Kingdom Hays Full timeYour new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based in a beautiful office that welcomes dogs!Offering...
-
Dean, United Kingdom Hays Full timeYour new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago.This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth.They are a friendly and welcoming team, based in a beautiful office that welcomes dogs!Offering...
-
Dean, United Kingdom Riverside Recruitment Full timeWe are looking for a PA / Secretary to support our client within Cumbria.Supporting a director of a department with meetings, communications, PR and smooth operations of tasks.Ideal candidate An organised individual who has strong experience with diary management and communication skills.Ideally someone who has experience within PA / Secretary roles, who...
-
Financial Administrator
2 weeks ago
Dean, United Kingdom Professional Financial Centre (Cumbria) Ltd Full timeJob Title: Financial Services Administrator / Paraplanner Salary: Starting from £25,000 (rising subject to experience and qualifications) Location: Penrith, Cumbria A fantastic opportunity for an organised and enthusiastic Paraplanner to join a highly reputable business founded over 20 years ago.Professional Financial Centre Cumbria Ltd is a local Chartered...
-
Purchase Ledger Clerk
1 week ago
Dean, United Kingdom Hays Full time9-month FTC - Purchase Ledger Clerk - Penrith Your new company My client is a thriving agricultural business dedicated to sustainable farming and the production of high-quality products.They pride themselves on maintaining strong relationships with suppliers and customers while fostering a positive work environment for the team.Your new role I am...
