Receptionist

Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard. They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!

In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.

The role:

The purpose of this role is to be the first point of contact for the company and to provide administrative support across the organisation.

Duties and Responsibilities:

Your key duties and responsibilities will include but not be limited to:

General Office Duties

• Answering of all incoming calls.
• Managing diaries.
• Meeting and greeting clients and other visitors.
• Screening & organising incoming emails for Directors.
• Keeping back-office systems up to date.
• Managing incoming and outgoing post.
• General office maintenance.
• Maintain office security by following safety procedures.
• Keeping meeting rooms clean, tidy and stocked.
• Arranging additional facilities needed for client meetings (e.g. sandwiches,
• lunch bookings).
• Ordering and maintaining adequate stationery levels.
• Ordering and maintaining general supplies for kitchen and office.
• Assistance with general administrative tasks.
• Proofreading and typing as required.
• Arrange travel when needed.
• Raising and sending invoices & other accounts management.

Project management

• Assisting with successful delivery of a range of projects from set-up through all execution stages.
• Reporting on project progress status to the Managing Director and assisting with resolving issues.
• Coordinating individuals and or departments working together to achieve agreed outcomes.
• Updating the in-house systems with information gained on projects.

Operations

• Providing support with operational projects.
• Assisting the Managing Director and the Leadership Team with the management of daily operational activities.
• Preparing and maintaining operations documents and reports.
• Assist with monitoring, controlling, and managing business operations to meet client expectations and company goals.
• Assist with ensuring that all business service activities comply with relevant acts, legal & regulatory requirements, and ethical standards.
• Assist with ensuring compliance with company standards and procedures.
• Assist with identifying operational problems and resolving them in a quickly and timely manner.

IT

• Keep up to date with technology and suggest improvements to the existing way of working.
• Liaise with external IT consultants.
• Assist with ensuring data security, IT, and disaster recovery policies are in place and working.
• Keep an up-to-date register of hardware, software, and staff passwords.

Marketing & Events

• Assist with the planning and organisation of conferences, events, staff training, and team activities.

Compliance

• Practice, the FCA Conduct Rules and the relevant FCA rules at all times.
• Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times.
• Follow appropriate ethical standards within the firm at all times.
• Ensure relevant CPD is maintained and recorded accurately.
• Maintain all standards of performance as required by the firm.

Package Details

The successful candidate will receive a basic salary of £20,000 - £24,000 Per Annum.

Other benefits include:

• Flexible / Hybrid Working available (business needs dependant)
• 12 Wellbeing Days available per annum
• 22 Days Holiday (plus Bank Holidays)
• Additional Paid Leave over Christmas
• Never Work Your Birthday!
• Quarterly Team Social
• Monthly Team Building
• £1,000 Personal Development allowance per annum
• Flexible Appointments Policy
• Cycle2Work Scheme
• Life Cover of 4 x salary
• YuLife Reward Gateway
• Enhanced Maternity & Paternity
• Never Work Your Child’s Birthday!
• Paid Leave for Child School Events (up to 4 a year)

The Ideal Employee

Experience

• 2 years’ experience in customer service / similar role.
• Personal Assistant experience welcomed.

Qualities

• Enthusiastic & Positive
• Inclusive & Professional
• Proactive
• Sociable
• Able to work under pressure
• Efficient and structured working habits

Skills

• Excellent literacy skills.
• Excellent interpersonal skills.
• Excellent communicator.
• Shows initiative and takes personal responsibility for completing tasks.
• Highly organised and disciplined.