Receptionist/ Administrator (Financial Planning Firm)
  • England,East Midlands,Leicestershire
  • Full Time, Permanent
  • £22,000 - £24,000 per annum
Job Description:
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
Job number 2877357

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Company Details:
NJR Recruitment
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