Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.
Diverse and talented, with exceptionally high professional standards and a passion to deliver the very best for our clients, our people are our most vital asset. Rewarding and challenging, Arbuthnot Latham prides itself on encouraging colleagues to reach their full potential within a supportive and progressive environment.
Our two-year Apprenticeship programme is designed to provide you with the skills and experience to help you progress your career and contribute to Arbuthnot Latham’s continuing success. It will be delivered in on-the-job learning which aligns to your BPP Level 3 Senior Financial Customer Advisor. On successful completion of the programme, your training, experience and your Level 3 external qualification will set you with excellent career prospects.
The programme is designed for students completing A level or equivalent education in 2024 or 2025 looking for their first professional role.
During the programme, you can expect to:
* Work as part of a diverse team contributing to the team deliverables
* Completing an externally accredited BPP Level 3 Senior Financial Customer Advisor in a specific field which involves at least 20% of your work week studying
* Build your breadth of experience through on-the-job learning
* Take part in a structured training programme covering technical industry knowledge, professional and soft skills
* Be empowered to build your leadership skills and agile thinking
* Develop relationship management skills and build your professional network
* Contribute your ideas and knowledge to a project
* Gain exposure to senior leaders, mentors and different areas of the Bank
You’ll be part of our growing community of apprentices, benefitting from a supportive and collaborative working environment.
The successful candidate must have permission to work in the UK. The apprenticeship will start on 1st September 2025.
Role Description
* This role covers two critical service areas for the Bank. Both provide excellent administrative support to the Front Office, enabling them to offer a first class service to clients. One is responsible for onboarding new clients, managing switching requests and maintaining client static data throughout the banking relationship; the other provides centralised support to all areas of the Bank in terms of scanning, distribution and archiving of client documentation.
* Both service areas require a high degree of service excellence and a keen attention to detail. Some information processed may be sensitive and discretion is expected at all times. You will need to be able to work quickly and efficiently, with minimal supervision and also become a ‘subject matter expert’ on the Document Management system.
* To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers; and to comply with the FCA and PRA's Conduct Rules.
Key Responsibilities:
Client Service
Client Data:
* Review new account packs and use relevant information to open new accounts, order new account stationery and set up online banking to the agreed standards of formatting within the agreed Service Level Agreements
* Communicate with Private/Commercial Bankers with updated progress on the onboarding of the client
* Manage Current Account Switching cases and monitor the progress daily to ensure completion
* Monitor incoming client data requests and complete accurately in line within the agreed Service Level Agreements
* Proactively engage with all teams across the Arbuthnot Latham business to ensure client needs are understood and delivered
Document Control:
* Relevant client related post is either scanned or distributed across the business in a timely manner
* All ad-hoc scanning requests are turned around quickly and efficiently in line with SLAs
* Clearing and banking cheques are scanned in line with set SLAs
* The Team inboxes are monitored and actioned accordingly
* Provide day to day support to all business areas on the Document Management system
* All outgoing post is franked accurately and prepared for collection by the relevant postal service
* All returned mail is managed according to bank policy
* Filing is regularly maintained
* All client documentation is archived in line with regulatory requirements and support is provided to the business
Operational Excellence:
* Generate and deliver continuous improvement to processes to enhance client service
* Ensure all operational guidelines are prepared, followed and maintained
* Contribute to projects using relevant expertise to enhance the delivery and output to benefit the client and business
* Ensuring all client documentation is saved in one central place (Document Management System)
* Provide cover across both teams when required
* Report any system faults and ensures a speedy recovery of service
* Responsible for managing risks inherent to the role by diligently observing internal policies and procedures
People:
* Actively help and support colleagues within the immediate team and wider Banking Operations Department
* Proactively seek business overviews, cross training, coaching or mentoring that will either enhance your deliverables to the end client and/or your own progression within Arbuthnot Latham
* Represent the team in testing enhancements or project meetings as and when required by the Client Data & Document Control Team Manager
Risk:
* Responsible for managing risks inherent to the role by diligently observing internal policies and procedures
Key Interfaces:
* Front office staff of all levels
* Third party suppliers
Person Specification
Knowledge/Experience/Skills:
* The ability to manage time effectively and prioritise work to meet deadlines
* Be flexible and approachable, capable of communicating effectively to build strong relationships
* Solid written and verbal communications skills
* Excellent attention to detail and accuracy
* Enthusiastic and self-motivated with the confidence to share ideas and embrace new ways of working
* Strong numerical skills, problem-solving analytics skills
* High levels of confidentiality, diplomacy, and discretion
* A collaborative, team-based approach
* High competency of Outlook, Microsoft Office & Excel
* Strong interest in financial markets or banking
Qualifications:
Educated to A-Levels or equivalent. You must not already have a qualification in a similar subject at the same level, or higher level than this apprenticeship.
Our Values
Our values define who we are. They ensure that we approach our work, our colleagues and our clients in the right way. Being a relationship-led organisation makes this all the more important. We know what we do as a business, our values guide how we do it.
* Integrity
* Empowerment
* Respect
Work, Life and Benefits
Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.
At Arbuthnot Latham we offer:
* Competitive salary, pension & holiday allowance
* BUPA Health cover
* 4 x Life Assurance
* Discretionary bonus
* Market leading maternity/paternity and menopause policies
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