Phone Support Optimization Specialist
Budget: £10 – £15 GBP
About Us
We are a growing, fast-paced property surveying company working across Cornwall and Devon. Our work ranges from residential surveys to specialist and expert witness instructions, and we are known for our detailed, professional approach.
As the business continues to grow, we are now looking for someone to take ownership of the day-to-day running of the office, including client coordination, administration, and financial management.
This is a key role within the business. You will be responsible for keeping operations running smoothly, maintaining strong client communication, and ensuring the financial side of the business is organised, visible, and well managed.
The Role
This is a combined operations, administration, and finance role with real responsibility.
You will take ownership of:
- The company diary and booking process
- Client communication and enquiry handling
- Invoicing, payment tracking, and cashflow visibility
- Day-to-day financial organisation and reporting
You will work closely with the directors and our external accountants to ensure the business runs efficiently, remains financially organised, and continues to grow in a controlled and sustainable way.
Key Responsibilities
Client & Administrative Duties
- Respond to all incoming enquiries promptly and professionally
- Convert enquiries into confirmed bookings
- Manage the company diary to ensure efficient scheduling of surveys
- Liaise with estate agents and clients to arrange access
- Create and manage job files and documentation
- Issue terms of business and client correspondence
Financial & Cashflow Management
- Raise and issue invoices promptly following survey completion
- Actively manage and pursue outstanding payments
- Maintain clear, up-to-date visibility of the company’s cashflow position
- Prepare and schedule supplier payments
- Allocate funds for tax, operational costs, and general expenses
- Run payroll, including director payments
Accounts & Reporting
- Maintain and update accounting software (e.g. Xero or similar)
- Reconcile transactions and organise financial records
- Provide structured weekly updates to the directors, including:
- Income received
- Outstanding payments
- Upcoming financial commitments
- Highlight any risks or gaps in cashflow before they become issues
Accountant Liaison
- Work closely with our external accountants (GW & Co)
- Provide all required information for VAT, payroll, and tax submissions
- Ensure financial processes remain accurate, compliant, and well organised
Performance Expectations
This role is results-driven. You will be expected to:
- Respond to enquiries within the same working day
- Maintain a strong conversion rate from enquiry to booking
- Ensure invoices are issued without delay
- Keep outstanding payments under control through consistent follow-up
- Maintain clear and accurate weekly financial visibility for the business
About You
- Has experience in office management, administration, or a similar role
- Is confident handling both operational and financial responsibilities
- Is highly organised, proactive, and reliable
- Is comfortable managing workload independently and taking ownership
- Has strong communication skills and a professional phone manner
- Is confident discussing payments and following up on outstanding invoices
- Is comfortable using accounting software (or willing to learn quickly)
Salary & Progression
Starting salary from £22,000 pro rata, depending on experience.
A structured review will take place after 3 months based on performance, with clear opportunity for progression as the role develops and the business continues to grow.
What This Role Offers
This is an opportunity to become a key part of a growing business.
You will be trusted to take ownership of core areas of the company and play a direct role in improving how the business operates day to day.
Additional Information
- Training will be provided on internal systems
- This is an office-based role in Hayle
- Long-term opportunity within a growing company
We are a growing, fast-paced property surveying company working across Cornwall and Devon. Our work ranges from residential surveys to specialist and expert witness instructions, and we are known for our detailed, professional approach.
As the business continues to grow, we are now looking for someone to take ownership of the day-to-day running of the office, including client coordination, administration, and financial management.
This is a key role within the business. You will be responsible for keeping operations running smoothly, maintaining strong client communication, and ensuring the financial side of the business is organised, visible, and well managed.
The Role
This is a combined operations, administration, and finance role with real responsibility.
You will take ownership of:
- The company diary and booking process
- Client communication and enquiry handling
- Invoicing, payment tracking, and cashflow visibility
- Day-to-day financial organisation and reporting
You will work closely with the directors and our external accountants to ensure the business runs efficiently, remains financially organised, and continues to grow in a controlled and sustainable way.
Key Responsibilities
Client & Administrative Duties
- Respond to all incoming enquiries promptly and professionally
- Convert enquiries into confirmed bookings
- Manage the company diary to ensure efficient scheduling of surveys
- Liaise with estate agents and clients to arrange access
- Create and manage job files and documentation
- Issue terms of business and client correspondence
Financial & Cashflow Management
- Raise and issue invoices promptly following survey completion
- Actively manage and pursue outstanding payments
- Maintain clear, up-to-date visibility of the company’s cashflow position
- Prepare and schedule supplier payments
- Allocate funds for tax, operational costs, and general expenses
- Run payroll, including director payments
Accounts & Reporting
- Maintain and update accounting software (e.g. Xero or similar)
- Reconcile transactions and organise financial records
- Provide structured weekly updates to the directors, including:
- Income received
- Outstanding payments
- Upcoming financial commitments
- Highlight any risks or gaps in cashflow before they become issues
Accountant Liaison
- Work closely with our external accountants (GW & Co)
- Provide all required information for VAT, payroll, and tax submissions
- Ensure financial processes remain accurate, compliant, and well organised
Performance Expectations
This role is results-driven. You will be expected to:
- Respond to enquiries within the same working day
- Maintain a strong conversion rate from enquiry to booking
- Ensure invoices are issued without delay
- Keep outstanding payments under control through consistent follow-up
- Maintain clear and accurate weekly financial visibility for the business
About You
- Has experience in office management, administration, or a similar role
- Is confident handling both operational and financial responsibilities
- Is highly organised, proactive, and reliable
- Is comfortable managing workload independently and taking ownership
- Has strong communication skills and a professional phone manner
- Is confident discussing payments and following up on outstanding invoices
- Is comfortable using accounting software (or willing to learn quickly)
Salary & Progression
Starting salary from £22,000 pro rata, depending on experience.
A structured review will take place after 3 months based on performance, with clear opportunity for progression as the role develops and the business continues to grow.
What This Role Offers
This is an opportunity to become a key part of a growing business.
You will be trusted to take ownership of core areas of the company and play a direct role in improving how the business operates day to day.
Additional Information
- Training will be provided on internal systems
- This is an office-based role in Hayle
- Long-term opportunity within a growing company