Receptionist / Operations Assistant

Location: Edinburgh

We are a leading provider of independent financial advice, providing holistic financial planning which puts clients first. At the heart of everything we do are our core values:

• Be the best we can be
• Do the right thing
• Free to be different

We aim to provide the very best advice to clients without being constrained by industry conventions and provide an environment where team members can grow at a pace and direction tailored to them.

Who we are looking for

We are looking for receptionist / operations assistant with a great work ethic, natural problem-solving abilities and who is able think outside the box. In return we offer a competitive benefits package including pension, life cover and healthcare and an exciting working environment where your contributions are valued. Salary is dependent on experience. This role is full time, based in our Edinburgh Office. The successful candidate will work closely with our Senior Management Team.

Day-to-day in the role

• Preparing annual review packs
• Processing new business and withdrawals
• Dealing with client and planner queries
• Answering phone calls

Key Requirements for the role

• Previous experience of administration
• Excellent computer skills required with sound knowledge of Microsoft Office
• Strong team player and inter-personal skills plus must be confident to work on their own initiative
• Excellent organisational skills and the ability to prioritise multiple demands
• Good written and verbal communication skills
• Strong customer service skills
• Attention to detail
• Commitment to going the extra mile

Key Accountabilities

• Greeting clients
• Answering the phone
• Monitoring central mailboxes
• Arranging meetings
• Diary organisation across the organisation
• Preparation for staff Inductions
• Arranging travel
• Filing electronic documents
• Health and safety support
• Liaising with suppliers

Benefits package

• Salary dependent on experience
• Company pension
• Group life cover and healthcare

Interested candidates should submit their CV to: enquiries@carbonfincial.co.uk