Administration Assitant

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We are an industry-leading financial advisory practice that prides itself on our expertise and the outstanding outcomes we achieve for our clients. We are seeking an exceptional Administrative Assistant / Receptionist to join our team.

This role combines high-level administrative support with responsibility for managing our client-facing office. You will be the first point of contact for clients and visitors, while also providing comprehensive support to our support team, advisers, and paraplanners.

You will work primarily from our dedicated client meeting office — separate from the rest of the team — so we need someone who is confident working independently, highly motivated, and proactive in taking ownership of tasks.

What We're Looking For

We want someone who is:

• A self-starter with strong motivation and initiative.
• Hungry to learn and ambitious, with a genuine desire to progress.
• Proactive in taking on tasks, not waiting to be asked.
• Comfortable working in relative isolation, while remaining a strong team player.
• Professional in manner, with exceptional written and verbal English communication skills.
• Organised, efficient, and detail-oriented, with the ability to prioritise and follow through to completion.

Key Responsibilities

• Reception & Client Experience
• Greet and host clients in our meeting office, ensuring they feel welcomed and supported.
• Maintain a professional, organised, and client-ready office environment.
• Act as the first point of contact for clients and external stakeholders.
• Administrative Support
• Provide day-to-day support to executives, advisers, and paraplanners.
• Draft, format, and edit professional correspondence and emails.
• Manage CRM (AdviserLogic) records and ensure client data is accurate and up to date.
• Download renewals from insurer portals and follow up on dishonours.
• Handle general administrative tasks, from simple documents to more complex drafting.
• Office & Process Management
• Take ownership of managing the client office space.
• Support ongoing improvements to internal processes that enhance efficiency and the client experience.
• Work proactively and independently to complete assigned tasks.

About You

Core Qualifications & Skills:

• Minimum 3 years' experience in a receptionist, administrative assistant, or office support role.
• Strong self-motivation with pride in producing work of the highest standard.
• Previous financial services experience is preferred but not essential.
• Proficiency in Microsoft Word, Outlook, and solid knowledge of Excel.
• Excellent communication skills — confident, professional, and client-service focused.
• Comfortable managing client interactions and liaising with product providers.
• Strong organisational and time management skills, with outstanding attention to detail.
• Experience with CRM systems (AdviserLogic highly regarded).

Why Join Us?

• Be part of an industry-leading financial advisory practice.
• Play a key role in shaping the client experience and representing our brand.
• Work independently in a professional and client-focussed environment, while still part of a supportive team.
• Gain exposure to the financial services industry, with genuine opportunities for growth and progression.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionAdministrative
• IndustriesInsurance

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