Receptionist

Shackleton Advisers Limited; Harrogate; On-site; GBP 10,000 - GBP 40,000; Part time

Job summary

A financial services firm in Harrogate is seeking a part-time Receptionist. The ideal candidate will provide a warm welcome to clients, manage incoming communications, and support administrative tasks while maintaining confidentiality and professionalism. Required skills include proficiency in Microsoft Office and discretion in handling client data. If interested, please send your CV to [e-mail].

Qualifications

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

Responsibilities

• Greet clients and visitors in a warm manner.
• Manage incoming calls and emails.
• Coordinate meeting rooms for client appointments.
• Maintain a clean, organised reception area.
• Assist with data entry and document preparation.

Skills

Microsoft Office proficiency

Discretion and professionalism

Attention to detail

Clear communication

Ability to manage multiple tasks

Team-oriented problem solving

Tools

CRM systems

Job description

Discover what personalised financial advice really feels like

Job title: Receptionist (part-time)
Reporting to: Harrogate Team Leader
Date of Issue: January 2026

Role objective

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.

Key responsibilities

• 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.

Administrative and office support

• 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.

Compliance

• 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.

Person specification

Knowledge and experience

Required

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

Preferred

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

Personal skills

• 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 [e-mail]