Mercury Wealth Management
Client Host
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Create a five-star welcome, shape every client’s experience, and become the face of Mercury House.
About Mercury Wealth
We’re a dynamic and growing wealth management firm, proud of our friendly, supportive and high-performing team. Our office is based next to the Tees Barrage, offering a modern working environment with ample free parking.
We place a high value on client experience, attention to detail and personal development. We want every client and visitor to feel genuinely welcomed, well looked after and confident that they are in capable hands.
The Opportunity
As our new Client Host, you’ll be the welcoming face of Mercury House and the first point of contact for clients, professionals and visitors.
This is more than a traditional reception role. You’ll take ownership of the client experience within the office, making sure every visit feels considered, professional and effortless from arrival to departure.
You’ll work closely with our Planning & Operations Lead, financial planners and wider team to coordinate meetings, manage our client-facing environment and support the delivery of events and professional engagements.
This is a brilliant opportunity for someone with experience in hospitality, premium retail, corporate reception or professional services who wants to bring their service skills into a professional environment with greater responsibility and long-term development opportunities.
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What You’ll Do
- Welcome clients and visitors, manage arrivals and create a warm, professional first impression
- Handle incoming calls, shared inboxes and meeting confirmations
- Manage meeting-room bookings and ensure rooms are prepared, checked and reset to a consistently high standard
- Maintain the presentation of all client-facing areas
- Coordinate refreshments, catering, welcome packs and other thoughtful client touches
- Support the planning and delivery of client events, including invitations, RSVPs, suppliers and on-the-day hosting
- Manage office supplies, post, deliveries and key external suppliers
- Identify opportunities to improve the client experience
- Handle client information with discretion and follow all confidentiality, data-protection and security procedures
What You’ll Bring
- A warm, professional and confident manner
- Strong organisation and attention to detail
- Clear communication and calmness under pressure
- A genuine commitment to exceptional service
- A proactive, hands-on approach
- Good judgement, discretion and confidence using Microsoft 365
Bonus points for:
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Experience in luxury hospitality, hotels, premium retail or high-end customer service
- Experience in corporate reception, professional services or a regulated environment
- Experience coordinating events, meetings or hospitality
- Experience using CRM, booking or visitor-management systems
- Confidence working with senior professionals, business owners or high-net-worth clients
- Experience managing suppliers, office facilities or front-of-house operations
- An interest in financial planning or wealth management
- An interest in technology and using systems to improve the client experience
Why Join Us?
- Generous annual leave: 36 days including holidays
- Bi-annual discretionary bonus scheme
- Electric vehicle scheme
- Private medical insurance, pension contributions & income protection
- Death in service cover
- Full support for professional exams, including bonuses/salary increases for passing
- Structured, supported career progression – roles tailored to your strengths
- Modern office next to the Tees Barrage, with ample free parking
- Vibrant team culture; we work hard, celebrate success, and support each other’s growth
Please note that, because this is a front-of-house role, it will be primarily based at Mercury House.
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