This is a great opportunity to join this thriving financial planning firm and join their small team in Stockbridge. Working with the management team, the role will be to support with administrative tasks to ensure the business is well run and to run the receptionist area.

Specifically, your key responsibilities will be:

Frontline Communications

• Managing incoming phone calls, directing inquiries to appropriate individuals and relaying messages efficiently.
• Initial point of contact for clients and visitors playing an important role in creating a positive and welcoming impression.
• Sorting, recording and distribution of post and deliveries.
• Keeping the office organised by ensuring stationery and supplies are managed effectively.
• Maintaining a tidy, professional reception space and ensure meeting rooms are set up as required.
• Support with arranging regular servicing and emergency repair and maintenance of all office equipment.

General Administrative work

• Weekly Health & Safety tasks such as fire alarm checks.
• Support the management team with compliance and file checking tasks.
• Providing general administrative support to the business.
• Provide IT support on projects as we make improvements in our opera on.
• Support with the drafting of processes and presentations.
• Ad hoc support to the management team

Other Requirements

• A high-level understanding of the company’s advice process, service proposition and charging structure.
• Adherence to internal guidelines surrounding data security, confidentiality and compliance rules for non-advising members of staff.
• Annual competency assessment in money laundering, data protection and compliance.
• Always comply with the firm’s compliance procedures. Including, but not limited to, financial crime, training and competence, complaints and data security.
• Attend training to develop relevant knowledge and skills pertinent to your role.
• Work with the business in fulfilling its goal and responsibility to deliver good outcomes to our clients.

We are looking for candidates who are highly organised and have the capability to plan and prioritise assignments in a busy environment.

Key Skills:

• Communication skills; strong written and spoken English.
• Efficient organiser with excellent attention to detail.
• Ability to manage workloads efficiently and keep workstreams on track.
• Interpersonal skills; friendly, helpful, proactive and contributes to the success of the team
• Time management skills; able to handle deadlines and pressure.
• Excellent IT skills and proficient in Microsoft Office Products
• Previous team leadership / line management.
• Marketing skills

Desirable qualifications or experience:

• 2 years’ experience working in a regulated environment, ideally within the financial services industry or another service related industry.
• Experience of working as part of a small management team.

Sounds interesting? Please get in touch for more information about the role.