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Job Reference ST7031
Location Cardiff
Salary / Hourly Rate £16k-£18k DOE
Sector Admin
Job Type Permanent
Details Full Time
Date Posted 30 Jan 2020

Job Description

Cardiff (Pentwyn)
£16,000 to £18,000 (depending on experience)

Are you an enthusiastic Administrator with excellent communication skills eager for your next role within a busy exciting office?
You will be working as part of the team at a highly respected firm of Chartered Financial Planners based in Cardiff. The Practice provides bespoke financial advice and services to executives, managers, families and entrepreneurs. You will be employed by the practice which is well established and highly successful.
The Role – Administrator/Receptionist
Specifically, your role will involve:
• Sending out LOA’s to Providers, collating ceding scheme information
• Obtaining Valuations, Dealing with withdrawal requests
• Helping with Annual Review Packs and New Client Meeting Packs
• Scanning, faxing, letter writing, sending emails
• Cover for Reception duties at lunch and when Receptionist is on Annual Leave which includes: answering phone, taking messages, making client teas and coffees, preparing meeting rooms for client visits
• Being available as a friendly point of contact for client enquiries as and when necessary
• Helping other members of the team with day to day office support duties when required
• Updating and maintaining internal systems – CURO, iBusiness etc
• General administration
• Dealing with general queries
• Preparing information for meetings
• Ensuring our electronic filing system is kept tidy and well organized
Full training on telephone and computer systems and how to represent the Company will be given.
About you:

Our client is looking for someone who:
- Has work experience as a receptionist and or office administrator with good communication skills.
- Is organised and tidy.
- Has good attention to detail
- An excellent telephone manner
- Enjoys dealing with people
- Is confident and can work with total discretion
A good grounding in Microsoft Word, Outlook and Client Relationship Management Software is essential. Although not a requirement for the role, an ability to use Microsoft Excel and other Microsoft Office Programs would be useful.

Privacy Notice
St David Recruitment Services is an Employment Agency providing work-finding services to our clients, candidates and work-seekers. Our Company must process personal data so that we can provide these services and in doing so, the Company acts as a Data Controller. As a candidate, you may provide personal details to our Company directly in CV form or via our website. Alternatively, we may collect them from another source such as a third party jobs board. As a business, we must have a legal basis for processing personal data and in turn providing work-finding services. In the event that you are a candidate who has formally registered with St David Recruitment Services, please be advised that personal data is processed on the legal basis of ‘Contractual Obligation;’ the processing is necessary for the performance of a contract. In all other instances, where we receive personal data via direct or indirect means, either supplied by yourself or obtained via a public forum, we process data on the basis of ‘Legitimate Interest;’ processing is necessary for the purposes of our legitimate interest to provide work-finding services. St David Recruitment Services will only share personal data with clients who have authorised us to source prospective candidates for permanent or temporary employment. Specific company names will be disclosed in advance of any data being shared. As a business, we will retain personal data only for as long as is necessary, on a secure CRM system. The Conduct of Employment Agencies and Employment Businesses Regulations 2003, require us to keep work-seeker records for at least one year from the date of their creation or after the date on which we last provide work-finding services. Where applicable, we must also keep payroll records, holiday pay, sick pay and pensions auto-enrolment records for as long as is legally required by HMRC and associated national minimum wage, social security and tax legislation. As an individual, you have several rights in respect to the processing of your personal data, all of which can be reviewed on our website. This includes the right to withdraw consent at any time by contacting the Recruitment Consultant with whom you initiated contact, or any other employee at St David Recruitment Services. This e-mail may contain confidential personal data / sensitive personal data and is for the use of the intended addressee(s) only. Onward delivery, copying or similar disclosure of the contents of this e-mail should only be done so in accordance with GDPR legislation. If you receive this email by mistake, please advise the sender immediately and take appropriate measures to delete the content. E-mails sent and/or received via our organisation will retained and monitored for the purposes of ensuring compliance with GDPR.