Welcome to Me Financial Services, we have over 12 years of expertise

Town Hall House, Bovey Tracey
Devon, TQ13 9EQ

01626 833225

Mon - Fri 9.00 - 17.00
Saturday and Sunday Closed

Part-Time Receptionist / Admin Support / Office Administration

  • Bovey Tracey
  • Pay dependent upon hours, initially 12 hours plus per week
  • Permanent

Job Role:


Working within a growing financial planning practice with a Building Society agency, we are seeking a part time administrator / receptionist. You will join an established close-knit team delivering specialist financial planning services to clients.

We seek someone who is highly organised, highly motivated and has excellent communication skills.


Main Duties & Responsibilities:

  • Answering and directing incoming calls
  • Greeting visitors and directing them accordingly
  • Office duties such as scanning, computer work and policy administration.
  • Assisting with running the Building Society agency to meet and greet existing customers and account opening for new customers.

Personal Requirements:

  • Experience of working in financial services preferable but not essential.
  • An outgoing and positive approach to work.
  • Organisation skills are key for this role.
  • A good working knowledge and understanding of using all Microsoft Office programs.
  • Ability to work within a team as well as on your own.
  • The ability to prioritise work tasks and manage deadlines.

About the Company:


We have been trading for over 20 years and are currently expanding. Please refer to our website www.loughtons.co.uk for further details about the company.


To apply, please send a copy of your CV along with details as to why you feel you are suitable for this role, to:


The Finance Director

Loughtons IFA

Town Hall House

Bovey Tracey


TQ13 9EQ


Alternatively, please email your CV to advice4u@loughtons.co.uk

Applications close by 5 pm on 12th December 2017.