The job holder will report to the Director of Client Experience. This position supports our Clients, Directors, Financial Planners (FPs), Client Relationship Managers (CRMs) and the Client Experience team based in our Girton office (north Cambridge). The hours required are Mondays and Fridays 9.00am - 5.00pm with potential to cover annual leave elsewhere within the team.

Main Duties:

·       Liaising with Head of Client Experience to establish workloads and priorities.

·       To ensure all meeting rooms are prepared in advance of meetings inc setting up associated technology as required. Provide beverages and/or lunch and ensure rooms are returned to their original state after use.

·       Update and maintain whiteboard with daily meetings.

·       Handle all enquiries in a professional manner (email or telephone), providing excellent service and addressing their needs effectively.

·       Coordinate cli...