IFA Receptionist/ PA - Brighton and Hove

Are you looking for a new opportunity and the chance to work for an established IFA business? My clients based in Brighton are currently looking for a Receptionist/ PA who will be first point of contact for the business. You will be working along side a fantastic team of administrators, paraplanner and financial advisers. The Receptionist is responsible for providing an effective and efficient first point of contact service to all callers to the office - be it on the phone or in person, and for providing office administrative support in order to ensure the smooth running of the business.

Responsibilities:

  • Take enquiries from customers and new prospects.

  • Manage the diary system, organise, and prepare meetings and appointments for advisers and directors. 

  • Preparation of new client packs.

  • Maintain the stock levels of office and kitchen supplies, as well as office furniture. 

  • Maintain office conditions and arrange necessary repairs and maintenance liaising with the freeholder and suppliers where appropriate.

  • Maintain records of petty cash reconciliation paperwork for the Financial Controllers records.

  • Carry out any other tasks as requested by the Chairman and Directors. 

  • Act in accordance with the terms and conditions of your contract of employment. 

  • Manage and maintain the companies HR system Iris HR by keeping personnel records, including those of approved persons up to date.

  • Manage staff absence via Iris HR, reporting any issues to staff members Line Manager.

Requirements:

  • Experience in a similar environment is preferable

  • Receptionist/ PA experience is essential

  • Relevant experience of working in an administration role within a financial advice business.

  • Ability to work independently to tight timescales.

  • Desire to be part of a forward-thinking practice. 

Benefits:

  • £20,000 - £25,000 Basic

  • Eye Tests

  • Flu Jab

  • Company Pension

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage