Client Administrator & Receptionist – Grow Your Career in Financial Services
Are you an experienced administrator from a professional services background (legal, accounting, real estate, etc.) looking for a meaningful career pivot? Do you thrive on detail, love working with people, and want to build a long-term future in a values-led business?
We're on the lookout for a Client Administrator & Receptionist to join our team, someone with a sharp eye for detail, confidence working with documents and financial information, and strong communication skills when liaising with clients. You don't need to have done it all before, if you're articulate, accurate, and proactive, we'll support you with the training and development to grow.
What You'll Do
* Be the first point of contact for our clients, professional, empathetic, and solutions focused.
* Oversee the office operations for the team, managing Reception, greeting clients and general office duties
* Support Financial Advisers by managing client meetings, assisting with record keeping, and documentation.
* Work with our CRM and IT systems such as MS365 and Xplan
* Coordinate documentation such as agreements, forms, and advice records with precision and efficiency.
What You Bring
* A solid background in administration within a professional services environment.
* Strong skills in reviewing and handling documents, contracts, or financial data.
* High attention to detail and great organisational habits.
* Clear, confident verbal and written communication, you're great at explaining complex matters simply.
* A willingness to learn and grow, especially into the financial advice sector.
What We Offer
* Comprehensive training and ongoing learning opportunities.
* Annual all staff conferences and culture days through the year
* A robust EVP – free advice, tax returns, advice on lending and mortgages, access to professional development days and industry conferences
* A genuinely supportive and collaborative team environment.
* Exposure to a respected and growing financial advice business.
* Opportunities to move into more technical roles within the business.
Apply now to build a career where your administrative superpowers can shine – with people who care about your future.