Receptionist/ Administrator (Financial Planning Firm)

Receptionist/ Administrator (Financial Planning Firm)

Leicester

Up to £24,000

BENEFITS:

33 days holiday, including bank holidays.

Generous non-contributory pension scheme, commencing after three months' continuous service

Death In service

Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking

NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers, who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for a Receptionist to join their team in the Leicester area.

Responsibilities:

" Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times

" Comply with the relevant compliance, TCF, T&C and financial crime

" Keep up to date with all relevant product, legislative and technical changes, as required

" Greeting, welcoming, directing and announcing them appropriately. Checking their details are up to date on the system and providing them with refreshments

" Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team.

" Weekly diary management for meeting rooms and the gym.

" Opening, sorting and scanning/distributing the post.

" Organising the outgoing post ready for collection at the end of the day.

" Assisting with the preparation of client birthday, thank you and new home cards and checking for data accuracy.

" Ordering office supplies and maintaining stock levels, including weekly fruit and milk supplies.

" Keeping reception/meeting rooms tidy.

" Responsibility for completion of the visitors' book/passes.

" Photocopying.

" Preparing client files.

" General administrative duties including LOA processing.

" Printing and posting of signature documents where applicable.

" Database Management and input.

" Providing support to the Administration teams where required.

" Ensuring full cover of reception desks at all times

The successful candidate will have reception/front of the house experience, delivering a first-class service, to both clients and colleagues.

For more information please contact one of our specialist consulting quoting reference NJR-16086