Financial Services Business Admin Apprentice

Working alongside the Consultants and Client Support Executive team to deliver a high standard of service.

This includes:

Processing  letters of authority Actioning and acknowledging client queries Processing withdrawals Valuations Liaise with 3rd party providers Preparing client meeting packs Processing of Death cases Business  processing Supporting the team in writing basic reports Take ownership of tasks , ensuring they are completed accurately, within expected deadlines, and the  highest standard Amending Client details - i.e. Change of address, change of name etc. Maintaining data on Intelligent Office (CRM system) for all clients and reviewing consultant's client records to ensure these are kept accurate and up to date, to include contact details and review dates Working closely with Consultants &  Client Support Executive team ensuing together you provide a seamless service to the client Update Consultant and Client on progress of cases Daily contact with Consultants Processing relevant documentation. Input and maintain information to ensure internal systems and files are kept up to date and in the relevant place To liaise directly with clients, solicitors and professional deputies via telephone, email and written correspondence Manage the departments incoming and outgoing mail Scanning, photocopying, filing of client related documents Recording and processing client's cheques Preparing and sending out invoices Manage smaller pieces of work to completion, either standalone or as part of larger projects to support achievement of business objectives Assist in maintaining guides and procedures

​Person specification:

Knowledge and experience:

Experience in using standard MS office software products including Excel, Word and Outlook Experience of providing administrative support in a busy office environment

​Skills and abilities:

Ability to communicate effectively with a wide range of people including legal representatives Excellent diary management, planning and organisational skills Proven ability to work on own initiative Ability to communicate effectively both orally and in writing An excellent team player with an adaptable and flexible approach to work Ability to build and develop effective working relationships at all levels Have a keen eye for detail and an exceptional level of accuracy when producing documents and inputting data Ability to understand and interpret complex information

Training:
Level 3 Business Administrator Apprenticeship, this will be a work based learning course with no day release at college required You will be allocated 6 hour per week to undertake apprenticeship training

Training Outcome:
We are passionate about growth and aim to provide every employee with a clear development plan, with regular reviews that enable them to reach their career goals

Employer Description:
About Frenkel Topping Group (FTG) At FTG are believe in living our values every day. We are committed to our values as set out below and if you share our value and passion and are looking for a rewarding career where you can make a difference, then we invite you to join our team. • Give it heart – we’ve built an army of passionate and empathetic people who go the extra mile for their clients and team. • Show resilience – as individuals and a team we’re inspired by our clients who show resilience every day. Our agility, our work ethic and our appetite for problem solving means we always find a way. • Make it easy – We’re pro-active and responsive and go above and beyond to make our client’s lives easier. • Act with integrity – We do what we say we’ll do and we do it with great care and expertise. We are proud of our clients people and we honour the trust they put in us by delivering outstanding service and creating an amazing place to work. • Respect – we treat our client and each other as individuals and we take the time to walk in that person’s shoes to understand how we can provide support. • Think differently – we connect communities, champion collaboration in our industry and we’re big on learning and development. We’re big believers in nurturing grassroot talent. Frenkel Topping Group is an equal opportunities employer that is committed to diversity and inclusion in the workplace. Frenkel Topping Group is proud to be Disability Confident Committed. If you are invited to an interview, please let us know if you require any reasonable adjustments during the recruitment process that will allow you to perform to the best of your ability.

Working Hours :
Monday - Friday, Shifts to be confirmed.

Skills:
Communication skills,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Self-motivation & drive,A desire to support clients,Enthusiatic,Flexible