Ellis James Partners Ltd
Bristol, Gloucestershire
Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration. It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity. What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day. What we're looking for We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is: Strong communication, professionalism and confidence with people A natural sense of organisation and attention to detail The ability to manage shifting priorities calmly and professionally A proactive, can-do approach Pride in delivering a high standard of service An interest in financial services is welcome - full training and support will be provided. What this role offers With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment. Additional benefits include Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why this role If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.
Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration. It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity. What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day. What we're looking for We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is: Strong communication, professionalism and confidence with people A natural sense of organisation and attention to detail The ability to manage shifting priorities calmly and professionally A proactive, can-do approach Pride in delivering a high standard of service An interest in financial services is welcome - full training and support will be provided. What this role offers With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment. Additional benefits include Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why this role If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.
King's Court Financial Planning LLP
Trowbridge, Wiltshire
Job Title: PA / Receptionist / Executive Assistant Location: Trowbridge, Wiltshire Salary: Competitive Job Type: Permanent, Full Time About us: The key objective of the role is to assist with the efficient, effective running of the practice and ensuring that clients are served well, the team is working productively and harmoniously, and contributing to the profitability and success of the practice. About the role: The Role of the PA is primarily to assist the partners in managing the practice and in fulfilling their roles. The role of the receptionist is to be the front of office. The role of the Executive Assistant is to support the partners in ensuring the smooth running of the office and the premises. The role may also involve providing administration and support generally as and when required. This will include admin support to the Compliance Officer and the Money Laundering Reporting Officer. PA Duties: Scheduling appointments for the financial planners and partners, and clients and confirming appointments, and managing calendars. Reminding financial planners of appointments and ensuring that the technical team have prepared the necessary documentation in good time for the financial planners ahead of client appointments. Ensuring that the meeting room is booked and available for appointments and meetings, and that parking is available for visitors when needed. Ensuring all client reviews are scheduled and letters to clients are sent in good time and followed up when not responded to by clients. Requesting the clients bring all necessary documentation, I.D., cheques, etc to meetings as are required. Responding to and composing email communications on behalf of the financial planners and partners and assisting them generally in managing email volume. Dealing with correspondence and report production and etc for the financial planners and partners, including dictation and etc. Ensuring the Partners are not disturbed by external telephone calls during their prime time and ensuring, as far as possible, they return essential calls. Managing client satisfaction questionnaires. Issuing greeting cards to clients on their birthday and at Christmas. General PA responsibilities as and when required. Assisting the Technical Support Team at peak periods with general administrative support. Receptionist Duties: Ensuring that all incoming telephone calls are dealt with in an appropriate manner and ensuring that, as far as possible, telephone calls are returned. Ensuring that the answering machine is set and any messages left are dealt with. Meeting, greeting and welcoming all clients and other visitors to the office and ensuring that they are provided with refreshments. Clearing and tidying of meeting room following meetings in readiness for next use. Arranging refreshments and the preparation of buffet lunches for client meetings and other meetings. Ensuring that incoming mail is opened promptly each morning and ensuring that the mail is recorded and distributed. Ensuring that all outgoing mail is dealt with appropriately and recorded. Executive Assistant Duties: Taking responsibility for the smooth running of the office generally and management of junior staff. Maintaining the schedule of office and property projects/jobs/maintenance/repairs/servicing. Arranging and overseeing office cleaning, office repairs and maintenance in conjunction with the Partners. Arranging for visits by consultants (IT and otherwise) from time to time as necessary and scheduling appointments with staff accordingly. Ensuring that good office procedures are implemented to ensure the financial planning process progresses efficiently and effectively. Procuring office supplies economically, checking delivery notes, approving invoices for office supplies, and liaising with the accounts administrator. Preparing agendas for team meetings in conjunction with the Partners, taking minutes of meetings and circulating action points. Ensuring the work of general administration is undertaken efficiently and that all outstanding requests for information from clients and outside agencies are followed up (if asked for by Tech Team). Providing support to the Partners in the areas of health and safety, compliance, HR, completion of staff records, CPD records, analysis of data and as generally is necessary directed. Annual appraisal management and oversight. Compliance Administration: - Support the MLRO and Compliance Officer with their roles. - Recording and reporting the Planners CPD. - Monitoring of compliance registers, monthly. - Preparing internal compliance policies such as Data Protection, Training & Competence, Anti-Money Laundering, TCF. - Preparation of all internal compliance documents and updated as necessary with legislation. - Ensure annual tests are carried out by staff in relation to training in Data Protection, Anti-Money Laundering, TCF and etc. - Liaising with external compliance support. Premises Management: - Central point of contact for Tenants. - Point of contact for office letting enquiries and viewings. - Oversee facilities management, including maintenance, cleaner, boiler servicing, IT, telecoms and etc. Human Resources: - Supporting the Partners with all HR matters. - Manage and log all holiday requests and recording of sickness absence and etc. - Management of appraisals, from scheduling to completion. - First Aid and supplies of first aid materials. About you: - Being well organised and having the ability to organise the work of others. - Being able to work on own initiative without supervision. - Being able to work as part of a team. - Possessing the ability to work under pressure. - Having a fine attention to detail and taking a pride in one's work. - Having the ability to identify and correct errors in the work of others. - Having excellent oral and written communication skills and high standards of personal presentation. - Having excellent typing and IT skills. - Being competent in the use of Microsoft Office software (Word, Excel, PowerPoint, Outlook and databases). - Demonstrating values that reflect personal and business integrity, honesty, openness, accountability and responsibility. - Be admired and respected by clients and team members alike. - The role involves flexibility and the need for personal development by training and qualification, as necessary. What we offer: Personal development by training and qualification, as necessary. Additional Information: The role involves providing administration and support generally as and when required. Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of; Personal Assistant, Executive Assistant, EA, Receptionist, Office Manager, Practice Manager, Administrative Officer, Financial Services Admin, Front of House, and Facilities Coordinator also be considered for this role.
Job Title: PA / Receptionist / Executive Assistant Location: Trowbridge, Wiltshire Salary: Competitive Job Type: Permanent, Full Time About us: The key objective of the role is to assist with the efficient, effective running of the practice and ensuring that clients are served well, the team is working productively and harmoniously, and contributing to the profitability and success of the practice. About the role: The Role of the PA is primarily to assist the partners in managing the practice and in fulfilling their roles. The role of the receptionist is to be the front of office. The role of the Executive Assistant is to support the partners in ensuring the smooth running of the office and the premises. The role may also involve providing administration and support generally as and when required. This will include admin support to the Compliance Officer and the Money Laundering Reporting Officer. PA Duties: Scheduling appointments for the financial planners and partners, and clients and confirming appointments, and managing calendars. Reminding financial planners of appointments and ensuring that the technical team have prepared the necessary documentation in good time for the financial planners ahead of client appointments. Ensuring that the meeting room is booked and available for appointments and meetings, and that parking is available for visitors when needed. Ensuring all client reviews are scheduled and letters to clients are sent in good time and followed up when not responded to by clients. Requesting the clients bring all necessary documentation, I.D., cheques, etc to meetings as are required. Responding to and composing email communications on behalf of the financial planners and partners and assisting them generally in managing email volume. Dealing with correspondence and report production and etc for the financial planners and partners, including dictation and etc. Ensuring the Partners are not disturbed by external telephone calls during their prime time and ensuring, as far as possible, they return essential calls. Managing client satisfaction questionnaires. Issuing greeting cards to clients on their birthday and at Christmas. General PA responsibilities as and when required. Assisting the Technical Support Team at peak periods with general administrative support. Receptionist Duties: Ensuring that all incoming telephone calls are dealt with in an appropriate manner and ensuring that, as far as possible, telephone calls are returned. Ensuring that the answering machine is set and any messages left are dealt with. Meeting, greeting and welcoming all clients and other visitors to the office and ensuring that they are provided with refreshments. Clearing and tidying of meeting room following meetings in readiness for next use. Arranging refreshments and the preparation of buffet lunches for client meetings and other meetings. Ensuring that incoming mail is opened promptly each morning and ensuring that the mail is recorded and distributed. Ensuring that all outgoing mail is dealt with appropriately and recorded. Executive Assistant Duties: Taking responsibility for the smooth running of the office generally and management of junior staff. Maintaining the schedule of office and property projects/jobs/maintenance/repairs/servicing. Arranging and overseeing office cleaning, office repairs and maintenance in conjunction with the Partners. Arranging for visits by consultants (IT and otherwise) from time to time as necessary and scheduling appointments with staff accordingly. Ensuring that good office procedures are implemented to ensure the financial planning process progresses efficiently and effectively. Procuring office supplies economically, checking delivery notes, approving invoices for office supplies, and liaising with the accounts administrator. Preparing agendas for team meetings in conjunction with the Partners, taking minutes of meetings and circulating action points. Ensuring the work of general administration is undertaken efficiently and that all outstanding requests for information from clients and outside agencies are followed up (if asked for by Tech Team). Providing support to the Partners in the areas of health and safety, compliance, HR, completion of staff records, CPD records, analysis of data and as generally is necessary directed. Annual appraisal management and oversight. Compliance Administration: - Support the MLRO and Compliance Officer with their roles. - Recording and reporting the Planners CPD. - Monitoring of compliance registers, monthly. - Preparing internal compliance policies such as Data Protection, Training & Competence, Anti-Money Laundering, TCF. - Preparation of all internal compliance documents and updated as necessary with legislation. - Ensure annual tests are carried out by staff in relation to training in Data Protection, Anti-Money Laundering, TCF and etc. - Liaising with external compliance support. Premises Management: - Central point of contact for Tenants. - Point of contact for office letting enquiries and viewings. - Oversee facilities management, including maintenance, cleaner, boiler servicing, IT, telecoms and etc. Human Resources: - Supporting the Partners with all HR matters. - Manage and log all holiday requests and recording of sickness absence and etc. - Management of appraisals, from scheduling to completion. - First Aid and supplies of first aid materials. About you: - Being well organised and having the ability to organise the work of others. - Being able to work on own initiative without supervision. - Being able to work as part of a team. - Possessing the ability to work under pressure. - Having a fine attention to detail and taking a pride in one's work. - Having the ability to identify and correct errors in the work of others. - Having excellent oral and written communication skills and high standards of personal presentation. - Having excellent typing and IT skills. - Being competent in the use of Microsoft Office software (Word, Excel, PowerPoint, Outlook and databases). - Demonstrating values that reflect personal and business integrity, honesty, openness, accountability and responsibility. - Be admired and respected by clients and team members alike. - The role involves flexibility and the need for personal development by training and qualification, as necessary. What we offer: Personal development by training and qualification, as necessary. Additional Information: The role involves providing administration and support generally as and when required. Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of; Personal Assistant, Executive Assistant, EA, Receptionist, Office Manager, Practice Manager, Administrative Officer, Financial Services Admin, Front of House, and Facilities Coordinator also be considered for this role.
Dovetail Recruitment Ltd
Fareham, Hampshire
Centre Assistant / Front of House Coordinator Fareham, Hampshire £24,785 6-Month Fixed Term Contract Hours: 37.5 hours per week Working Pattern: Monday to Friday, 8:30am - 5:00pm Contract: 6-Month Fixed Term Contract (Immediate Start Available) About the Role We are seeking a Centre Assistant / Front of House Coordinator to join a busy and professional business centre in Fareham on a 6-month fixed term contract. This is a varied and people-focused role, ideal for someone with a background in customer service, hospitality, retail, reception, front of house or office administration who is looking to develop their career in a professional office environment. You will be the first point of contact for clients and visitors, ensuring a welcoming and professional experience while supporting the smooth day-to-day running of the centre. Working closely with the Centre Manager, you will be involved in front of house operations, client services, administration and facilities support , making this a great opportunity for someone who enjoys variety and responsibility. Key Responsibilities Front of House & Client Services Welcome clients, visitors and contractors in a friendly and professional manner Act as the first point of contact for enquiries Build strong relationships with clients and their teams Support client onboarding and departures Assist with day-to-day client requests and queries Help create a positive and professional business environment Support client events and engagement activities Centre Operations & Facilities Support Ensure the business centre is clean, presentable and well maintained Prepare offices, meeting rooms and communal areas for client use Manage incoming post and deliveries Replenish refreshments and office supplies Support basic maintenance and liaise with contractors when required Follow Health & Safety procedures and standards Administration & Reporting Maintain accurate occupancy and client records Update internal systems and reports Support business rates administration and council correspondence Assist with general office administration and ad hoc tasks About You We are looking for someone who enjoys working in a customer-facing environment and takes pride in delivering great service. You will ideally have experience in: Customer Service Hospitality or Retail Reception / Front of House Office Administration Facilities or Business Support roles You will also have: Strong communication and interpersonal skills A professional and friendly approach Good organisational skills and attention to detail Confidence using Microsoft Office and general systems (training can be provided) A proactive and reliable attitude Ability to manage multiple tasks in a busy environment A strong focus on customer experience What's on Offer £24,785 per annum Monday to Friday - no weekends Full-time, 37.5 hours per week 6-month fixed term contract with immediate start available Friendly and supportive team environment Modern, professional business centre setting Great exposure to client services, operations and facilities Apply Now If you have experience as a Receptionist, Front of House Assistant, Customer Service Advisor, Office Administrator, Hospitality Team Member or Facilities Assistant , we would love to hear from you. Apply today to join a professional and customer-focused organisation in Fareham on a 6-month fixed term contract.
Centre Assistant / Front of House Coordinator Fareham, Hampshire £24,785 6-Month Fixed Term Contract Hours: 37.5 hours per week Working Pattern: Monday to Friday, 8:30am - 5:00pm Contract: 6-Month Fixed Term Contract (Immediate Start Available) About the Role We are seeking a Centre Assistant / Front of House Coordinator to join a busy and professional business centre in Fareham on a 6-month fixed term contract. This is a varied and people-focused role, ideal for someone with a background in customer service, hospitality, retail, reception, front of house or office administration who is looking to develop their career in a professional office environment. You will be the first point of contact for clients and visitors, ensuring a welcoming and professional experience while supporting the smooth day-to-day running of the centre. Working closely with the Centre Manager, you will be involved in front of house operations, client services, administration and facilities support , making this a great opportunity for someone who enjoys variety and responsibility. Key Responsibilities Front of House & Client Services Welcome clients, visitors and contractors in a friendly and professional manner Act as the first point of contact for enquiries Build strong relationships with clients and their teams Support client onboarding and departures Assist with day-to-day client requests and queries Help create a positive and professional business environment Support client events and engagement activities Centre Operations & Facilities Support Ensure the business centre is clean, presentable and well maintained Prepare offices, meeting rooms and communal areas for client use Manage incoming post and deliveries Replenish refreshments and office supplies Support basic maintenance and liaise with contractors when required Follow Health & Safety procedures and standards Administration & Reporting Maintain accurate occupancy and client records Update internal systems and reports Support business rates administration and council correspondence Assist with general office administration and ad hoc tasks About You We are looking for someone who enjoys working in a customer-facing environment and takes pride in delivering great service. You will ideally have experience in: Customer Service Hospitality or Retail Reception / Front of House Office Administration Facilities or Business Support roles You will also have: Strong communication and interpersonal skills A professional and friendly approach Good organisational skills and attention to detail Confidence using Microsoft Office and general systems (training can be provided) A proactive and reliable attitude Ability to manage multiple tasks in a busy environment A strong focus on customer experience What's on Offer £24,785 per annum Monday to Friday - no weekends Full-time, 37.5 hours per week 6-month fixed term contract with immediate start available Friendly and supportive team environment Modern, professional business centre setting Great exposure to client services, operations and facilities Apply Now If you have experience as a Receptionist, Front of House Assistant, Customer Service Advisor, Office Administrator, Hospitality Team Member or Facilities Assistant , we would love to hear from you. Apply today to join a professional and customer-focused organisation in Fareham on a 6-month fixed term contract.
