Basildon
Job title: Receptionist/Administrator The company: 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 dependent), • 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)