Frenkel Topping is an independent financial adviser specialising in providing advice and expert services to those seeking damages for personal injury and medical negligence. For more than 30 years we have worked with people who’ve suffered life-changing injury or illness and are trying to rebuild their lives in the most challenging of circumstances. Often after an injury, a person is unable to work and it can be some time until a case is settled, leaving them financially vulnerable for potentially long periods of time.
We are proud of our reputation for delivering the highest levels of service, expertise and advice to clients and are keen to attract talented people who share this approach and wish to develop their career with us. 

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Purpose

The purpose of this role is to ensure that clients of Frenkel Topping Ltd receive the best possible service that makes us stand out as the premier specialist Financial Planner for clients in receipt of life changing settlements. 

We are seeking a proactive and compassionate member to join our team. The role involves booking investment review meetings in line with our regulatory requirements, maintaining regular contact with clients, and providing a personalised relationship to meet each client’s individual needs. You will ensure that all client queries are addressed in a timely manner, working closely with the wider team(s) to ensure excellent client care.

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Key Responsibilities

  • Work closely with or Financial Advisers and their clients.
  • ​Maintain consistent communication with clients on a quarterly basis to nurture strong lasting relationships.
  • Schedule and coordinate investment review meetings in compliance with regulatory requirements. 
  • Handle client queries and concerns, providing solutions and support as needed, by liaising with wider teams, keeping the client updated in a timely manner.
  • Tailor client interactions to meet individual needs, particularly for clients with brain injuries, cognitive challenges and complex needs.
  • Utilise in-house database to track client information, update records and ensure the accuracy of data.
  • Collaborate with team members to ensure clients’ needs are met efficiently and effectively.
  • Prioritise and manage a varied workload, ensuring deadlines are met. 
  • To learn a basic understanding of the various platforms our client’s investments are held. 

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Skills & Abilities

  • Strong interpersonal skills with a sensitive approach when working with vulnerable clients.
  • Excellent verbal and written communication skills.
  • Strong organisational skills with the ability to prioritise tasks and manage time effectively. 
  • Proficiency in Microsoft Office and web-based applications.
  • Confidence in making and receiving phone calls.
  • To maintain a consistent level of attention to detail.
  • Ability to work effectively as part of a team and independently when needed.

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Personal Qualities

  • Display a high degree of self-motivation, enthusiasm, and a cooperative team spirit. 
  • Diplomatic and empathetic approach to handling client circumstances.
  • A strong desire to support vulnerable clients. 
  • A willingness to undergo appropriate training as required.
  • ​Prior experience in an office environment is preferred but not essential. 

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General Responsibilities

  • This job description is current at the date shown, but in consultation with you, it is liable to variation by Management to reflect or anticipate changes in or to the job. It is expected the post holder will when required undertake other duties commensurate with the post and salary grading if required. 
  • Duties may involve having access to information of a confidential nature that may be covered by the Data Protection Act, be commercially sensitive or relate to client information. In such circumstances confidentiality must be maintained at all times in accordance with the company policies. If you are unclear at any time, please refer to your Manager. 
  • Undertake all reasonable personal development actively designed to support you in your role. 

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And last but not least, what’s in it for you?

We are passionate about growth and aim to provide every employee with a clear development plan, with regular performance reviews that enable you to reach your career goals.

Fantastic benefits including but not limited to private healthcare, flexible working opportunities, cycle to work scheme, Employee Assistance Programme, cash back savings and discounts platform, free onsite parking, company events and enhanced family friendly policies. 

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About Frenkel Topping Group (FTG)

At FTG we believe in living our values everyday. 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 everyday. 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 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. 

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FTG is an equal opportunities employer that is committed to diversity and inclusion in the workplace.

FTG 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. 

Please submit your CV and cover letter to apply for this role. 

To apply for this role please click here