Financial Administrator Apprentice

About the role

Junior Practice Administrator 🚀

Are you a driven and organized individual looking to kickstart your career in a dynamic environment? We're seeking a proactive Junior Practice Administrator to join our team and provide essential support. This is a fantastic opportunity to learn and grow! 🌱

What you'll do:

• Client Care Champion: Ensure all client files are perfectly organized and packed with all the necessary identification documents and application forms. 📁
• Authority Navigator: Take charge of the letter of authority process, making sure everything runs smoothly. ✍️
• Meeting Maestro: Master the art of pre-meeting prep and post-meeting follow-up, keeping our Salesforce CRM system razor-sharp with accurate client updates. 💻
• Application Ace: Process applications with precision, meticulously recording all required management information. 📊
• Progress Pusher: Drive applications forward with product providers, advisers, clients, and other key stakeholders, ensuring each case is completed efficiently and on time. ⏱️
• Communication Star: Answer incoming calls with a friendly and professional demeanor, confidently and effectively communicating with clients, product providers, and third parties. 📞
• Welcome Wagon: Greet clients and visitors warmly as they arrive at the Practice, making them feel right at home. 👋
• Admin Ally: Liaise with SJP Admin Centres, supplying the vital information needed to finalize transactions within strict deadlines. 🤝

What you'll bring:

• Excellent organizational and time-management skills.
• Strong communication and interpersonal abilities.
• A keen eye for detail.
• Proficiency in using CRM systems (or a willingness to learn quickly!).
• A proactive and can-do attitude.

Join us and be an integral part of our success story! ✨

Key responsibilities

• Provide administrative support to the Practice.
• Ensure completeness of client files and required documentation.
• Process applications accurately and progress them with relevant parties.
• Learn and perform pre-meeting preparation and post-meeting follow-up, including CRM updates.
• Answer incoming telephone calls and liaise effectively with clients and third parties.

Entry requirements

GCSE in: (English (grade 5 or Equivalent), Maths (grade 5 or Equivalent))