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.
Wage
£16,000 a year
Salary £16,000 - £18,000.
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 2 June
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 to £18,000. 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