Customer Service Apprenticeship

MURFITT WEALTH MANAGEMENT LIMITED

PETERBOROUGH, PE6 0AJ

Closes in 24 days (Monday 21 October at 11:59pm)

Posted on 23 September 2024

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Contents

Summary

This role will suit a person who has an interest in following a financial services career and is able to set their sights on becoming a Financial Services Administrator, ranging up to a fully qualified Financial Services Advisor.

Annual wage
£12,480 a year

Minimum wage rates (opens in new tab)

Training course
Customer service practitioner (level 2)
Hours
Monday - Friday, 9.00am - 5.00pm.

37 hours a week

Possible start date

Monday 28 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

  • To work under the guidance of experienced financial professionals and learn and apply the principles of financial administration
  • Gain proficiency with data systems and in house technology as used in financial industry (such as Saleforce CRM)
  • Work closely with team members to learn general procedures, understand the importance of privacy and the value of a client relationship
  • To learn about the Financial regulations and the obligations of a Financial Practice in terms of Compliance with laws and governing bodies, applying the principles at all times

Where you’ll work

6 SOUTH STREET

CROWLAND

PETERBOROUGH

PE6 0AJ

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

STEADFAST TRAINING LTD

Your training course

Customer service practitioner (level 2)

Equal to GCSE

Course contents
  • Use a range of questioning skills, including listening and responding in a way that builds rapport, determines customer needs and expectations and achieves positive engagement and delivery.
  • Depending on your job role and work environment: Use appropriate verbal and non-verbal communication skills, along with summarising language during face-to-face communications; and/or
  • Depending on your job role and work environment: Use appropriate communication skills, along with reinforcement techniques (to confirm understanding) during non-facing customer interactions.
  • Depending on your job role and work environment: Use an appropriate ‘tone of voice’ in all communications, including written and digital, that reflect the organisation’s brand.
  • Provide clear explanations and offer options in order to help customers make choices that are mutually beneficial to both the customer and your organisation.
  • Be able to organise yourself, prioritise your own workload/activity and work to meet deadlines.
  • Demonstrate patience and calmness.
  • Show you understand the customer’s point of view.
  • Use appropriate sign-posting or resolution to meet your customers needs and manage expectations.
  • Maintain informative communication during service recovery.

    • Your training plan

    • As an Apprentice you will be completing your Level 2 Customer Service Apprenticeship
    • The qualification will be a 53 week course, and will take place on a face-to-face/Team session, and will be a monthly basis

    Requirements

    Desirable 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
    • Attention to detail
    • Organisation skills
    • Number skills

    About this company

    Murfitt Wealth Management are one of the largest Financial Service companies in the UK. They have unique and individual clients which are based upon mutual trust, respect and shared interest.

    After this apprenticeship

    • You will have your sights set on becoming a Financial Services Administrator, and can eventually progress to become a fully qualified Financial Services Advisor
    • All training required for this will be inhouse

    Ask a question

    The contact for this apprenticeship is:

    STEADFAST TRAINING LTD

    Jamie Balding

    jamie.balding@steadfasttraining.co.uk

    01775513050

    The reference code for this apprenticeship is VAC1000278379.

    Apply now

    Closes in 24 days (Monday 21 October at 11:59pm)

    When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.