Reception / Administration Assistant

Are you a people-focused person with a passion for client service and a strong eye for detail? We are a well-established and growing financial planning firm located in the heart of Bundall, known for delivering quality advice, innovation, and exceptional client service. We are now seeking a Receptionist / Administration Assistant to join our dynamic team.

This is a front-of-house role that is essential to the smooth running of our office and the high-quality service we deliver to our clients. You will be the first point of contact for clients, both in person and over the phone, and will also provide a wide range of administrative support to our financial advisers and broader team.

Key responsibilities include:

• Managing front desk and reception duties, including greeting clients and handling phone and email enquiries

• Coordinating client appointments and diary management

• Providing general administrative support across the team

• Assisting with client file maintenance and database management

• Supporting a positive, client-first culture in everything you do

This role is perfect for a junior candidate looking to get their foot in the door in a professional services firm. You’ll be naturally friendly, welcoming and confident engaging with clients, while enjoying a busy front-desk environment. You take pride in your presentation, attention to detail and getting the little things right, and you’re motivated by delivering great service every day.

• Positive, proactive attitude with a genuine interest in supporting clients and team members

• Excellent verbal and written communication with a confident, professional phone manner

• Commitment to Service Excellence

• High attention to detail and sound organisational skills

• Ability to multi-task, prioritise and work both independently and as part of a collaborative team

• Previous experience in a client service or administrative role advantageous

We offer a supportive, client-focused and professional work environment where your contributions are valued. Our team is collaborative, motivated and committed to delivering the highest standard of service and advice. This is a fantastic opportunity to grow your career in the financial planning industry while being part of a team that truly enjoys what they do.

To Apply:

Please submit your Resume and Cover Letter in PDF format via the ‘Apply’ button below. We kindly ask that recruitment agencies do not contact us regarding this role.