Business Administrator Apprentice

At Fairstone Financial Management, our Business Administration team plays a crucial role in managing various tasks efficiently.

Duties will include:

Opening and distributing all post items received into Head office as part of the Business Administration team Identifying and categorising post items and distributing them to relevant person/team The ability to use our bespoke systems to locate the appropriate business on the system and allocate post appropriately The ability to scan post effectively, uploading to correct business record Create and maintain files to log unidentified post items ensuring all data is captured whilst remaining within GDPR guidelines, ensuring the data is tracked and followed up within departmental SLA’s Receive incoming telephone calls from internal staff/advisers and financial institutions in relation to post/queries and redirecting incoming calls if required Processing multiple types of outgoing post: recorded, special delivery, parcels, non-Royal Mail and international correspondence Being able to effectively use the company franking machine, ensuring the balance remains topped up and dealing with any error messages, to ensure business as usual Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process Create, maintain and manage a precise record of pipeline in relation to Letters of Authority and schedule follow up chases to be carried out at a future date Dealing with cross departmental queries

Training:

Internal training will include onboarding to company systems and processes, an introduction to financial services and wealth management principles, regulatory and compliance awareness, and ongoing support to develop administrative, communication, and organisational skills within a professional environment.

Training Outcome:

There will be the possibility of full time employment upon successful completion of the apprenticeship.

Employer Description:
Fairstone is a UK-based financial planning and wealth management company that provides services such as: · Independent financial advice · Investment and portfolio management · Retirement and pension planning · Protection solutions · Mortgage advice We are one of the UK’s largest Chartered financial planning firms, working with both individual clients and businesses to manage wealth and long-term financial goals.

Working Hours :
Monday to Friday, 9.00am to 5.00pm.

Skills:
Administrative skills,Analytical skills,Attention to detail,Communication skills,Customer care skills,Initiative,IT skills,Logical,Organisation skills,Problem solving skills,Team working