Front of House Assistant (Reception & Client Support)

About de Mellow & Co

At de Mellow & Co Financial Planning, we believe financial planning should be about people, not just numbers.

We are a family-run Chartered Financial Planning practice and Partner Practice of St. James’s Place. Our team supports clients through some of the biggest financial decisions in their lives, with a focus on building long-term relationships, providing great advice and helping our clients feel confident and secure about their financial future.

The role

As a Front of House Assistant, you will take ownership of our client-facing experience, ensuring clients feel looked after whenever they visit us. Alongside this, you'll provide practical, non-technical administrative support to our Client Servicing team, helping with client communications, data accuracy and meeting preparation. It's a varied role where being organised, approachable and willing to help makes a real difference.

What you'll be doing

· Welcoming clients and visitors, making them feel comfortable and ensuring they are looked after from arrival to departure.

· Preparing meeting rooms ahead of client meetings, including refreshments and any required documents or materials.

· Keeping reception and client-facing areas tidy, organised and presentable.

· Helping coordinate client appointments and meeting arrangements, ensuring everything is organised and runs smoothly.

· Managing incoming and outgoing post, including client correspondence

· Supporting with client outreach campaigns, including contacting clients and following up where needed.

· Providing additional administrative support to the Client Servicing team during busier periods, including preparation of meeting documentation and data cleansing client records

· Working collaboratively with advisers, the Client Servicing team and the wider team, providing support where needed to help manage competing priorities.

· Taking care of general office administration and helping with the practical arrangements for internal meetings, client events and other business activities.

About you

You'll be naturally welcoming, organised and attentive to the little details that make a difference. You enjoy helping people, take pride in creating a positive first impression and are comfortable balancing different requests throughout the day.

You'll be reliable, approachable and proactive, with the confidence to communicate professionally with clients and colleagues.

Previous reception, customer service or administrative experience would be beneficial. You don't need financial services experience or technical knowledge of financial planning; we're much more interested in your attitude, organisation skills and willingness to learn.

Why us?

You'll be joining a collaborative team where your contribution matters. Whether you're welcoming a client, helping a colleague through a busy period or making sure the small details are taken care of, you'll play an important part in the experience we deliver and the way our business works.

Pay: £24,500.00-£26,000.00 per year

Benefits:

• Company events
• Company pension
• Free parking
• On-site parking
• Private medical insurance

Application question(s):

• Tell us briefly about your current or most recent role and the experience you have that you feel would transfer well to this position.
• What interests you about this role, and what are you looking for in your next position?

Work Location: In person