Receptionist; part-time

Job title: Receptionist (part-time)

Reporting to: Harrogate Team Leader

Date of Issue: January 2026

Reception is the first point of contact for clients and visitors into our Harrogate office. This role is critical in creating a professional, welcoming and confidential environment. Our reception staff also provide invaluable support to our administration and advisory teams. An ideal applicant would be well organised, detail oriented and very comfortable in a client facing role.

• Greet clients and visitors in a warm and professional manner both in person and by telephone.
• Manage incoming calls and emails redirecting to the appropriate team member in a timely manner.
• Manage incoming and outgoing post for the Newcastle and Harrogate offices.
• Coordinate available parking in the Harrogate office.
• Coordinate the meeting rooms in preparation for client appointments or other bookings.
• Maintain a clean, organised and professional reception area.

• Maintain office supplies and coordinate orders as appropriate.
• Support advisers and other staff with general administrative tasks.
• Assist when needed with data entry, document preparation, scanning and mail shots.
• Navigate the CRM in the interests of supporting incoming calls.
• Maintain a flexible approach to workload to allow us to create a one team approach.

• Ensure client personal data is securely held and properly utilised in accordance with the principles of Data Protection Act.
• Report any potential data protection breaches, including weaknesses in current systems to you line manager immediately.

This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.

• Proficient with Microsoft Office.
• Discretion and professionalism when handling client data.

• Previous experience of reception or similar client facing role.
• Experience of Financial Services.
• Familiarity with CRM systems.

• Strong attention to detail and commitment to accuracy.
• Ability to communicate clearly and concisely, both verbally and in writing.
• Demonstrated ability to manage multiple tasks and meet deadlines.
• Ability to manage workloads effectively.
• Team-oriented with a collaborative approach to problem solving.

If you are interested in learning more about this role or want to apply, please send your CV/Application to