Apprentice Customer Support Assistant

Summary

A Level 3 Apprentice Customer Support Assistant is required. As part of the Customer Support Team, the role will be providing comprehensive customer support services and administration to our clients and advisers. Duties include: providing front-of-house duties – meeting and greeting visitors and providing hospitality.

Annual wage: £16,000 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Monday – Friday, 9am to 5pm with 1 hour lunch break.
35 hours a week
Possible start date: Monday 7 October
Duration: 1 Year 5 Months
Positions available: 1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

SN Financial Services Limited are offering an exciting opportunity for a Customer Support Assistant to join the organisation, based at our head office in Droitwich, Worcestershire.

The successful candidate will embark on an apprenticeship programme to acquire the necessary skills and experiences to work in a dynamic, busy financial services organisation.

We are offering a starting salary of £16,000. The candidate will be enrolled on this programme which is specifically designed for the financial sector, offering core skills in financial services.

This opportunity is designed as an entry point in to a long-term career pathway in the financial services industry. We encourage anyone who has an interest in the financial sector, with a commitment to our company to apply.

JOB SUMMARY

Providing comprehensive customer support services and administration to our clients and advisers.

KEY TASKS:

Providing administrative support to all advisers and the wider team
Providing front-of-house duties – meeting and greeting visitors and providing hospitality
Preparing meeting rooms as required, including refreshments.
Answering telephone calls and responding to secure messages through our Personal Finance Portal
Booking client meetings on behalf of the advisers
Performing office duties including filing and scanning of paperwork, organising incoming and outgoing post
Preparing client paperwork as directed
Ensuring client files and associated data is accurate and up to date, using our CRM system, Intelliflo Office (no previous experience necessary)
Using Intelliflo Office to set up new clients, organise and assist with the completion of tasks, and process client activities for the advisers, ensuring all required identification, files and folders are uploaded
Ensuring the office, meeting rooms and kitchen areas are clear and tidy and stocked appropriately whilst maintaining the clear working space policies
Any other duties as specified by the directors.

Where you’ll work

5 SALTWAY

DROITWICH

WR9 8LB

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Financial services administrator (level 3)

Equal to A level

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times

Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.

Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results

Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

Financial Services Administrator Level 3
Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII R01 study e-book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors
All workshops recorded and available on-demand
Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional

Requirements

Essential qualifications

GCSE or equivalent in:

English (grade Grade 4(C))
Maths (grade Grade 4(C))

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills

About this company

We are whole of market financial advisers who provide personalised guidance delivering advice on pensions, investments, mortgages and protection.

https://snfinancial.co.uk/ (opens in new tab)

After this apprenticeship

We are a growing company and there is the potential for the successful candidate to continue employment at SN Financial Services, subject to both parties’ agreement and business requirements at the time.

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

Calvin Goodson

calvin.goodson@skillsedge.co.uk

01603 577962

The reference code for this apprenticeship is VAC1000246328.

Apply now

Closes in 12 days (Friday 20 September at 11:59pm)

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