Administrator / Receptionist

  • Location: Reading, Reading
  • Function: Administration and Reception
  • Salary: £19K - £21K / Annum
  • Reference: 12396
  • Job Type: Permanent
Administrator /Receptionist

Reading†

£19,000 - £21,000 Depending on experience

Office hours are 9 to 5:30 Mon- Fri

A well established Chartered Firm of financial planners seek an enthusiastic candidate to join their administration team who is able to learn quickly and enjoys working with others.

General Administration††

- Answering the telephone.
- Ensure back-office systems are kept up-to-date.
- Filter FP`s general information, queries, phone calls and invitations.
- Open, scan, log and allocate incoming post.
- Frank and deliver outgoing post to post office
- General correspondence.
- Other duties as directed by management.
- Assist Partners with day to day Email and diary management
- General Office duties

†Reception

- Meet and greet visitors
- First line to answer incoming calls
- Make and serve refreshments to visitors†

Essential

- Microsoft Word, Excel and electronic diary management (Outlook).
- Relevant experience of working within a financial planning environment.
-

Desirable

- Knowledge of AO.
- Advanced Excel.
- Knowledge of Financial Services Products.
- Experience working as an administrator.

Benefits:

- Discretionary annual Bonus
- 20 days holiday rising by 1 year for every completed year of service to max of 25 days. Plus Bank Holidays.
- 5% Employers Contribution/ 3% Employees contribution into a Personal Pension.
- 4 x Salary Death in Service

Unfortunately due to the volume of applications we receive, if Copperfield Recruitment Ltd has not contacted you within five days of your application then please assume you have been unsuccessful on this occasion.

Please note that by applying for this vacancy you accept Copperfield Recruitment Ltd`s Privacy Policy and GDPR Policy which can be found at our website and therefore give us consent to contact you.

Copperfield Recruitment Ltd are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

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