Receptionist (IFA Firm)
Leicester based
Up to £25,000


The Opportunity
This is a front-of-house, desk-based role where you will be the first point of contact for clients and visitors, while also providing essential administrative support to the wider team. Previous reception experience is beneficial, but your attitude, professionalism, and commitment to delivering exceptional service are what matter most.


Key Responsibilities
Reception / Front-of-House


*Provide a warm and professional welcome to clients and visitors
*Ensure client details are up to date and offer refreshments
*Maintain the visitor register
*Answer incoming calls, take accurate messages, and direct enquiries appropriately
*Manage meeting room bookings and ensure rooms are presentation-ready
*Open, sort, scan, and distribute incoming post
*Prepare outgoing post for daily collection
*Assist with client communications such as birthday and thank-you cards
*Order and maintain office supplies, including refreshments
*Keep reception and communal areas tidy and professional at all times


Administrative Support
*Carry out general administrative duties including photocopying and preparing client files
*Submit and process Letters of Authority
*Support the client onboarding process
*Maintain and update client records on the back-office system
*Coordinate client review meetings, including diary management and confirmations
*Print and distribute documentation requiring signatures
*Provide support to Administration and Technical teams
*Assist with ad-hoc tasks as required


Compliance Responsibilities
*Adhere to FCA regulations and the Financial Services and Markets Act 2000
*Follow company compliance procedures including TCF, AML, and data protection policies
*Maintain accurate and secure client records
*Keep up to date with relevant regulatory and industry changes
*(Full training will be provided)


What We’re Looking For
*A professional, confident, and friendly manner
*Strong interpersonal and communication skills
*Excellent organisation and attention to detail
*Proactive approach with a willingness to support the wider team
*Ability to manage a varied workload effectively
*A warm, client-focused attitude aligned with delivering a first-class service


This is a fantastic opportunity for someone looking to build a career within financial services in a supportive and welcoming environment, where you will play a key role in delivering an exceptional client experience.


Apply today via NJR Recruitment or call quoting the reference NJR16562
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.