Receptionist – Client Support Administrator

Job Role:

Receptionist – Client Support Administrator

Salary guide:

Dependent on relevant experience & skills


Monday to Friday – 08.45am – 17.30pm


28 days annual holiday including Bank Holidays

Other Benefits:

  • Company pension scheme with enhanced company contributions *
  • Free Eye Test Vouchers *
  • Discretionary Company Sick Pay *
  • Full training will be provided with a designated mentor to support the right candidate
  • Relevant CII qualification sponsorship*
  • Free Membership to EAP support scheme for you and your immediate family

*conditions apply

Specific Duties will include:

  • Meeting and greeting clients
  • Preparing conference room and organising refreshments for visitors
  • Answering the telephone and transferring calls/taking messages in email format
  • Dealing with new enquiries at a competent level
  • Updating MD’s online diary
  • Managing stationary supplies
  • Preparing and logging outgoing post
  • Assisting with monitoring the return of dispatched documentation
  • Making daily start and finish checks in the building
  • Managing Operation stock (cleaning supplies and sundries)
  • Dealing with Petty Cash records
  • Scanning incoming post
  • Printing and binding reports
  • Executing Anti Money Laundering checks
  • Typing up notes

During holiday or busy periods, other duties could eventually include:

  • Assisting administration team with a range of administration tasks, to include:
  • Typing up notes, memos – Typing templated letters and reports
  • Collating and binding documents for meetings
  • Updating electronic client files – Updating client records with bespoke software
  • Liaising with a range of providers to collate information for production of client reports and valuations.
  • Assisting new business processing as required

Skills, Qualification & Experience required:

  • Previous experience of the financial services industry is preferable, although not essential.
  • You should possess accurate typing skills, with a good knowledge of Word, Excel and Outlook, delivering good computer skills
  • You should have an excellent telephone manner, be professional and well presented
  • Good organisational skills are important, with an ‘excellent’ eye for detail
  • You will need to possess a flexible approach, as no two days are the same.
  • Enjoy supporting professionals who are all committed to what they do

If you are interested in applying for the role please fill out the form below to acquire more information and we will be in touch.

Receptionist – Client Support Administrator

  • Drop files here or

Contact Us:

Tel: 01225 869 090    Email:

The Old Sidings, 18 Station Approach, Bradford on Avon, Wiltshire, BA15 1FQ