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