Receptionist with Administration Duties
Location
Lisburn, Co. Antrim | United Kingdom
Job description
Location : The House of Vic-Ryn, Moira Road, Lisburn, BT28 2QP
Hours : 9 am -3 pm Monday - Friday
Salary : £20,000 - £25,000 pro-rata depending on experience
Benefits :
- Health care scheme
- Private medical insurance
- Staff pension scheme
- Death In service benefit
- Onsite parking
- Onsite gym
The company
Welby, a Chartered financial planning practice with over 50 years of combined experience providing unbiased and trustworthy advice. Our team of independent financial advisers are here to simplify the financial planning process, putting our clients at the heart of everything we do.
Welby seeks to recruit an experienced receptionist with administration duties to join the team.
The ideal person
The ideal person will share Welby’s core values :
- Welby put our clients at the heart of everything we do
- Always making time
- Positive people striving to be the best
- Attention to detail
- Creating simplicity out of complexity
- Building solutions and planning futures
You will have experience working in an office ideally within financial services, although this is not essential and have experience dealing with clients.
The ideal person will have
- Excellent organisational/ time management skills
- Excellent written and verbal communication skills
Be adaptable
- You will be able to work well individually and as part of a team
The Role
- Some of your responsibilities will involve
- Answering phone calls
- Dealing with queries/correspondence both from clients and providers
- Client administration support and servicing
- Accurately update and maintain information on our back-office system (Intelligent Office)
- Action post, in and out, sorting priorities on receipt
- Preparation for client meetings within agreed timescales
- Processing new business and liaising with admin team/advisers
- Liaising with providers
- Supporting financial advisers
Interested applicants please submit your CV, via clicking APPLY NOW.
Job tags
Salary
