About the Company
St. James’s Place Wealth Management is a leading UK wealth management organisation, dedicated to helping individuals and businesses achieve their financial goals. With a focus on client relationships and professional excellence, we provide bespoke financial advice and a comprehensive range of wealth management services. Our commitment to high standards and client satisfaction underpins everything we do.
Job Description
We are seeking an articulate, organised, and professional individual to join our Berwick-upon-Tweed office as a Wealth Management Receptionist. This pivotal role is the first point of contact for our valued clients, providing an exceptional welcome and ensuring the smooth operation of our front office. You will be instrumental in creating a positive and professional impression for St. James’s Place, managing communications, scheduling, and supporting our advisory team in a dynamic corporate environment.
Key Responsibilities
- Warmly greet and welcome clients and visitors, ensuring a professional and friendly first impression.
- Manage incoming calls, directing enquiries efficiently and taking accurate messages.
- Handle incoming and outgoing mail, couriers, and deliveries.
- Maintain the reception area, meeting rooms, and common spaces to a high standard of presentation.
- Assist with scheduling appointments and managing meeting room bookings.
- Provide administrative support to wealth managers and other team members as required.
- Manage office supplies inventory and place orders as needed.
- Maintain confidentiality of client information and adhere to data protection regulations.
- Assist with event coordination and client hospitality arrangements.
Required Skills
- Excellent verbal and written communication skills.
- Proven experience in a reception, administrative, or customer service role.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Strong organisational and multitasking abilities with attention to detail.
- Professional demeanour and appearance.
- Ability to work effectively both independently and as part of a team.
- Discretion and an understanding of confidentiality requirements in a financial setting.
Preferred Qualifications
- Previous experience within the financial services or professional services industry.
- Familiarity with CRM systems.
- A proactive and problem-solving attitude.
Perks & Benefits
- Competitive salary and annual bonus scheme.
- Comprehensive health and wellness benefits.
- Pension scheme with employer contributions.
- Generous holiday allowance.
- Opportunities for professional development and training.
- Supportive and collaborative work environment.
- Located in a picturesque town with excellent amenities.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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