Who are we:
True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK's Financial Advisors.
We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.
By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.
The role:
You will be a key and valued member of Front of House team. Playing an important role in the administration and smooth running of the business.
About you:
Desired skills/qualities are below:
- Pro-active attitude
- Committed to providing the best customer service
- Friendly and professional manner
- Strong attention to detail
Duties/Responsibilities:
- Responsible for providing an exceptional Client Experience
- Greeting and hosting Clients and Advisers
- Meeting Room Management
- Office Presentation
- Managing Reception Inbox and administration Tasks
- Booking Travel for staff, advisers and clients
- Assisting and managing Events
- Switchboard
- Receipt and distribution of mail and parcels
- Facilities Assistance
- Servicing Tea and Coffee & Lunch
Benefits:
- Company/team events throughout the year
- Experience and attend events such as regional seminars and VIP Adviser Days
- Company pension contribution (increases with length of service.
- Free on-site parking
- 30 days annual leave, including Bank Holidays (increases with length of service)
- True Potential Rewards - Cashback on online purchases
- True Potential Academy – Allowing our employees to develop their career within the wealth management sector
- Refer a Friend Award
Job Type: Full-time
Pay: £23,795.00 per year
Benefits:
- Company events
- Company pension
- Free parking
- On-site parking
- Referral programme
- Transport links
Schedule:
- Day shift
- Monday to Friday
Experience:
- Receptionist: 2 years (required)
Work Location: In person