Job Description

Role Type:

Permanent (non-advisory), full or part time (35 hrs per week), 100% office based in Claygate. We welcome applications from candidates who may not be able to commit to full time hours but would be suitable for the role.

About us

We are TMFP, a thriving Financial Planning Practice with offices in Claygate and Stockbridge. We offer a detailed and comprehensive financial planning and investment service to private individuals, companies and entrepreneurs.

About the role

We are looking for an organised and competent Management Team Administrator/Receptionist to join our Service Delivery team. This is an exciting opportunity to join a busy team where client service is at the heart of everything while contributing to the working culture and development of the practice.

Your role as a Management Team Administrator will be to run the reception area and support the management team with the administration required to ensure clients enjoy an excellent customer experience.

What you'll be doing

Frontline Communications

Managing incoming phone calls, directing inquiries to appropriate individuals and relaying messages efficiently. Initial point of contact for clients and visitors playing an important role in creating a positive and welcoming impression. Sorting, recording and distribution of post and deliveries. Keeping the office organised by ensuring stationery and office supplies are managed effectively. Maintaining a tidy, professional reception space and ensure meeting rooms are set up as required. Support with arranging regular servicing and emergency repair and maintenance of all office equipment.

General Administrative work

Weekly Health & Safety tasks such as fire alarm checks. Support the management team with compliance and file checking tasks. Providing general administrative support to the business. Provide IT support on projects as we make improvements in our operation. Support with the drafting of processes and presentations. Ad hoc support to the management team

Other Requirements

A high-level understanding of the company's advice process, service proposition and charging structure. Adherence to internal guidelines surrounding data security, confidentiality and compliance rules for non-advising members of staff. Annual competency assessment in money laundering, data protection and compliance. Always comply with the firm's compliance procedures. Including, but not limited to, financial crime, training and competence, complaints and data security. Attend training to develop relevant knowledge and skills pertinent to your role. Work with the business in fulfilling its goal and responsibility to deliver good outcomes to our clients.
What we are looking for

We are looking for candidates who are highly organised and have the capability to plan and prioritise assignments in a busy environment.

Key Skills:

Communication skills; strong written and spoken English. Efficient organiser with excellent attention to detail. Ability to manage workloads efficiently and keep workstreams on track. Interpersonal skills; friendly, helpful, proactive and contributes to the success of the team Time management skills; able to handle deadlines and pressure. Excellent IT skills and proficient in Microsoft Office Products Previous team leadership / line management. Marketing skills

Personal Qualities: Responsible, Considerate and Dedicated

Driven by a personal sense of integrity. Upholds quality standards and takes ownership of work. Reliable and trustworthy and treats confidential information with discretion. Nurtures teamwork and productive relationships. Has care and concern for others, including clients, colleagues and our local community. Displays resilience and able to deal with changing priorities. Hardworking and diligent. A problem solver and not afraid to take on a challenge. Willing to learn new skills to develop within the team and help others.

Desirable qualifications or experience:

2 years' experience working in a regulated environment, ideally within the financial services industry or another service related industry. Experience of working as part of a small management team.
What We Can Offer You

Competitive Compensation

: A competitive salary aligned with your earning potential. A generous benefits package including a pension scheme, shopping discounts and colleague well-being benefits and more.

Work-Life Balance

: The opportunity to job share (where possible), 25 days annual leave (pro rata) and 8 paid bank holidays.

Investing In Your Career:

Continued training/qualification support and a structured career development plan.

Inclusive Culture

: We are committed to exploring the possibilities of working smarter. This means we'd like to hear from you, whatever way you like to work. We have long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability, please let us know as part of your application and we will assist.

Our Promise:

TO OUR CLIENTS

We will improve their understanding and confidence in achieving financial life goals through clarity and structure.

TO OUR EMPLOYEES

We will support their career goals and aspirations through a clear development path.

TO OUR ASSOCIATES

We will work together to improve outcomes for all our clients.

TO OUR LOCAL COMMUNITY

We will provide support financially, physically and through leadership.

Job Type: Full-time

Pay: 23,000.00-25,000.00 per year

Schedule:

Monday to Friday
Application question(s):

Do you have experience of working as part of a small management team? Will you be able to reliably commute to Claygate KT10 for this job?
Experience:

Financial services: 2 years (preferred)
Work Location: In person