Vacancy: Receptionist
Location: Wimborne
Salary: £26,000.00 per annum
Hours / days: 37.5 hours per week, 08:30 – 17:00 (60 minute lunch break) - Monday to Friday
Holiday: 5 weeks plus 8 bank holidays
Pension: 3% of gross salary
Benefits: Private Medical Insurance, inc. Dental and Optical*, extended annual leave, enhanced sickness policy, Employee Assistance Program, Employee discount on Heritage products, Bright Exchange – employees can access unique discounts, social events – Summer and end of year parties, on-site parking**
Bonus: Annual discretionary bonus
Examinations: Support with costs
Introduction
We are a reputable Chartered Independent Financial Planning company based in Christchurch, Wimborne and Romsey. We are a highly relationship-based company, dedicated to fostering long-term client partnerships and delivering an exceptional level of service.
Overview
We are looking for a professional and welcoming Receptionist. As the first point of contact for clients and visitors, you will be responsible for delivering excellent customer service, managing front desk operations, and providing professional administrative support to Directors and Financial Advisers.
Job Summary
As the first point of contact for clients and visitors, you will be responsible for delivering excellent customer service, managing front desk operations, and providing professional administrative support to Directors and Financial Advisers.
Key Responsibilities
1. Greet and welcome clients and visitors in a professional manner.
2. Manage the client experience communicating effectively through face to face, telephone and email.
3. Deal with client queries effectively and promptly.
4. Organise client appointments and the client review calendar.
5. Provide clients with well-presented refreshments.
6. Notify appropriate staff when a visitor/client arrives.
7. Maintain high standards of order and cleanliness in the reception/kitchen area at all times.
8. Handle incoming and outgoing mail/correspondence.
9. Maintain stationary and domestic supplies.
10. Assist with administrative tasks such as data entry, filing, and email correspondence.
11. Liaise with internal departments and external stakeholders when necessary.
12. Ensure compliance with health and safety regulations in the reception area.
13. Display accuracy and attention to detail both in verbal and written communication.
14. Consult with colleagues regarding potential issues ensuring prompt outcomes.
15. Ensure security standards are adhered to.
Skills / Abilities
1. A friendly and approachable attitude.
2. Excellent attention to detail.
3. Excellent verbal and written communication.
4. Professional presentation.
5. Strong interpersonal skills with a can-do attitude.
6. Ability to remain professional under pressure and the ability to act pro-actively and intuitively.
7. Strong planning & multitasking abilities.
8. Hardworking with a strong work ethic.
Experience
1. Previous experience in a customer-facing role, such as receptionist/administrator is essential.
2. Basic experience handling emails, phone calls, scheduling appointments, and using office software (e.g., Microsoft Office).
3. Experience managing tasks efficiently, handling a busy reception area, and maintaining records.
4. Knowledge of the financial services sector is an advantage.
*Private health is available upon successful completion of probation period.
**Parking is first come first serve.
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