Financial Services Customer Adviser Apprenticeship

Summary

You will be the first point of contact for clients, providing information and support on a range of financial services, incl personal & business account queries, accountancy products, and services. You will work under guidance of experienced advisers, developing customer service skills and financial knowledge in a professional environment.

Annual wage: £9,984 a year
Minimum wage rates (opens in new tab)
Training course: Financial services customer adviser (level 2)
Hours: Monday - Friday, 9.00am - 4.00pm (1 hour lunch)
30 hours a week
Possible start date: Monday 11 November
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

Assist clients with general enquiries about financial services, including account management and accountancy solutions
Work closely with financial advisers and accountants to support client needs
Learn how to handle financial documentation, ensuring accurate information is provided to clients
Support the preparation of financial reports and documentation for client meetings

Where you’ll work

METROPOLITAN HOUSE

LONGRIGG

SWALWELL

NEWCASTLE UPON TYNE

NE16 3AS

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 NORTH EAST LIMITED

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 Apprenticeship Standard
You will attend our Training Provider's (Skills North East) Centre 1 day per week in Gosforth

Requirements

Essential qualifications

GCSE in:

English (grade 3 or higher)
Mathematics (grade 3 or higher)

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
Problem solving skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Initiative
Non judgemental
Patience

About this company

We are dedicated accountants, corporate finance and business advisors who support small and medium size businesses to grow.

After this apprenticeship

Progression into accountancy

Ask a question

The contact for this apprenticeship is:

SKILLS NORTH EAST LIMITED

Judith Hunter

hello@sne.org.uk

0191 2505490

The reference code for this apprenticeship is VAC1000282961.

Apply now

Closes in 13 days (Friday 1 November at 11:59pm)

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