The opportunity
As Front of House, you will play a key role in supporting the day-to-day operations of the business by providing a positive front of house experience for our clients and visitors. In this role, you will provide front of house management and administrative support, acting as an ambassador for the Company.
The role requires someone who enjoys client service, has previous experience in a client facing role in a professional services setting or similar and who is organised, numerate, with good knowledge of Microsoft packages.
Location and hours
This is a temporary position for a minimum of two months, approximately 40 hours per week, based at our Edinburgh office.
What you will do
- Front of house management: welcoming visitors, ensuring the reception area and meeting rooms
are clean and presentable, managing the switchboard, answering calls and responding to client needs.
- Client service: act as the first point of contact for all visitors, prepare rooms for client meetings and maintain positive relationships with colleagues and clients.
- Admin and documentation: assist with preparing client meeting packs and client documentation. Other duties include printing, copying, scanning and mailing of documentation, sorting and distributing post.
- Health and Safety: maintain security for the building, ensuring all visitors are signed in on arrival and signed out on leaving. Assist with emergencies that may arise in the workplace and ensure health and safety procedures are followed as directed by the H&S Officer. Assist in health and safety activity such as first aid and fire evacuation.
- Facilities: work with external third parties to facilitate the upkeep and maintenance of the building and its environment with the support of the Estates Management Officer. Ensure appropriate stock levels of stationery and house keeping supplies are maintained in the office.
- Data and system management: use systems to complete various duties and assist the wider team with general administrative duties such as input of client data and data cleansing.
What success looks like
- Our clients, colleagues and visitors receive a positive experience
- Health and safety and facilities duties are carried out diligently
- Documentation and records are accurate
- Effective communication is maintained with clients and colleagues
- Collaborative and supportive of the teams needs
About you
You will be an excellent communicator, both written and verbal, and work well within a team and independently across a variety of duties. We are seeking an enthusiastic and motivated individual with strong interpersonal skills and a professional, approachable manner.
Ideally, you will have previous front-of-house, reception, or client-facing experience within a professional services environment. You will understand the importance of creating a positive first impression and delivering an exceptional experience for clients, visitors and colleagues.
Methodical and organised, you will enjoy delivering the best service to our clients and colleagues, always paying close attention to detail in a professional environment. You will be proficient in Microsoft Office (particularly Outlook, Teams and Excel) and demonstrate strong IT skills, with the ability to quickly learn and use new systems.
You will be confident managing multiple priorities, handling enquiries with discretion and professionalism, and maintaining a calm and welcoming presence in a busy office environment. A proactive approach, excellent time management skills, and the ability to build positive working relationships with people at all levels are essential. Experience coordinating meeting rooms, hospitality arrangements, visitor management and general administrative support would be advantageous.
About Progeny
We create, enhance, and preserve wealth.
We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private legal services.
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
We are the proud winners of the PFS Chartered Financial Planning Firm of the Year 2025 and Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Skills Required
- Previous front-of-house, reception, or client-facing experience in a professional services or similar environment
- Proficient in Microsoft Office, particularly Outlook, Teams, and Excel
- Excellent written and verbal communication and strong interpersonal skills
- Organised, numerate, methodical, with strong attention to detail
- Ability to manage multiple priorities, handle enquiries with discretion, and maintain a calm professional presence
- Experience preparing meeting rooms, coordinating hospitality arrangements and visitor management
- Ability to assist with health and safety activities (sign-in/out, fire evacuation, first aid assistance) and maintain building security
- Experience with administrative duties: printing, copying, scanning, mailing, sorting post and preparing client documentation/meeting packs
- Ability to use systems for data entry and data cleansing and quickly learn new software
What We Do
Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management. We join the dots to understand the bigger picture of you, your family and your business to ensure you always receive first-class non-siloed advice, regardless of complexity, speciality or territory. Our team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors and Tax Specialists are equipped to deliver sophisticated solutions that meet your complex needs. Working together, for you. We aim to achieve the very best for investors, businesses, and family offices with our diversity of expertise. Matching you with the right team of professionals, we can help you to achieve your needs and goals.
