Apprentice Financial Services Customer Adviser

Summary

This position is to assist the administration team and financial advisers at our practice. Duties will include all manner of office duties. Applicants must be reliable, have attention to detail, customer care skills, administrative skills and able to organise their own workload. Computer skills are required.

Annual wage: £11,648 a year
Minimum wage rates (opens in new tab)
Training course: Financial services customer adviser (level 2)
Hours: Monday - Friday 9am - 5pm (additional hours may be required on occasion) Lunch break is 1 hour
35 hours a week
Possible start date: Tuesday 1 October
Duration: 1 Year
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

Daily duties are:

General office duties
Assisting existing staff and advisers
Handling queries by clients and providers
Ensuring that the practice records are kept up to date and accurate

Where you’ll work

Dryson House

York Road Industrial Estate

Wetherby

LS22 7SU

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 customer adviser (level 2)

Equal to GCSE

Course contents

Customer Service: Delivers excellent service, identifying and meeting or exceeding customer requirements. Supports customers in the use of digital solutions. Initiates contact with customers and builds relationships with them when appropriate. Identifies customer needs and refers where appropriate. Supports the company contribution to the local community, getting involved in activities and building a local network, where appropriate.

Delivering Results: Uses company systems and processes to deliver services to customers, Takes the initiative to meet agreed individual and team performance measures in line with company policy, Values, standards and regulatory requirements. Plans and organises their work to meet commitments and performance measures.

Teamwork: Consistently supports colleagues and collaborates to achieve results. Builds and maintains strong working relationships with own team and other parts of the organisation they deal with. Supports others in the team. Aware of own role within the team and their impact on others.

Communication: Deals effectively with customers and colleagues, showing good interpersonal skills and the ability to communicate well through a range of media e.g. phone, face to face, email, social media. Avoids jargon and uses the correct technical terms where appropriate. Listens well to understand customer needs and is able to adapt their style to their audience.

Problem solving: Works to deliver the best customer outcome, in line with company policy, regulation and best practice when handling problems and complaints. Escalates as appropriate.

Continuous improvement: Identifies opportunities to improve performance and service; acts on them within the authority of their role. Successfully implements changes that are required.

Your training plan

Financial Services Customer Adviser level 2 standard.

This is a position to work towards obtaining a level 2 apprenticeship
Training to be carried out in house and provided by current staff and also external training provider
Further development is available once this level 2 is completed

Requirements

Essential qualifications

GCSE or equivalent in:

English (grade 4)
Maths (grade 4)

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
Customer care skills
Administrative skills
Team working

About this company

Financial Adviser Practice at Sheavyn Associates Financial Management Ltd, our aim is to provide exceptional service to both private and corporate clients. We always aim to build long-standing relationships with clients, ensuring they remain at the centre of the relationship, whilst we fully support their individual challenges and aspirations. Our clients come from all walks of life and have a wide variety of financial planning needs.

http://www.sheavynassociates.co.uk (opens in new tab)

After this apprenticeship

This standard puts the apprentice on the pathway towards professional membership of the Chartered Banker Institute, the London Institute of Banking & Finance or the Chartered Insurance Institute, depending on which qualifications are taken. A further qualification may be required to be able to apply for membership.

It forms the foundation of a career within the sector, giving the base for further development through a career path within the organisation which may include a level 3 or other apprenticeship.

Ask a question

The contact for this apprenticeship is:

SHEAVYN ASSOCIATES FINANCIAL MANAGEMENT LIMITED

Maxine Brown

01133935260

The reference code for this apprenticeship is VAC1000263793.

Apply now

Closes in 10 days (Monday 30 September at 11:59pm)

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