Career Opportunities


This role has multiple dimensions that includes providing a professional and courteous service to all clients, staff and visitors both face to face and over the phone.

It also entails an administrative function including, data input and processing, liaising with existing Blevins Franks clients, ensuring client facing staff (Partners/ Private Client Managers) are fully equipped for client meetings and liaising with various departments/ stakeholders to ensure client satisfaction, company harmonisation, regulatory fulfilment and business growth.


  • Ensuring documents are provided in timely manner (meeting packs/ reports/ applications/ engagement and authority letters, any other requested)
  • Data entry and processing of tasks utilising IRESS Xplan
  • Client liaison for non-advice related matters
  • Liaison with various departments to ensure business is processed and client tasks are actioned in a timely manner
  • Liaison with external companies where required for data management and processing purposes
  • Fulfilment and awareness of regulatory/ Data Protection requirements
  • Printing/scanning and photocopying
  • Continued professional development

Previous Experience

  • Financial Services experience preferable
  • Customer service and administrative experience


The role demands a person with the following natural attributes in order to handle the range of activities and the stress of meeting deadlines at certain times of the year.

  • Previous experience in reception/administration work
  • To be a good representative of Blevins Franks
  • Good communicator
  • Sensible and professional attitude
  • Well-developed interpersonal and communication skills
  • Must be approachable and helpful with colleagues and visitors, contributing to a friendly and professional working environment
  • Has good attention to detail, making sure that work is accurate
  • Confident in the use of internal IT systems and Microsoft Office packages
  • A flexible approach to working arrangements and the ability to cope with a constantly changing environment
  • Ability to work under pressure and meet key deadlines
  • Understands the importance of following procedures

 If you’re interested and qualified for the role, please email us  your CV and a cover letter.