Apprentice Customer Support Assistant

Getting In Limited; Droitwich Spa; On-site; GBP 16,000 - 18,000; Full time

Job summary

An established industry player is offering an exciting apprenticeship opportunity for a Customer Support Assistant in a dynamic financial services environment. This role is designed as an entry point into a rewarding career path, where you will gain essential skills and experiences in customer support and administration. You will engage with clients, assist advisers, and ensure smooth office operations while being enrolled in a comprehensive training program. If you are passionate about the financial sector and eager to learn, this is the perfect opportunity to kickstart your career.

Benefits

Fully funded training

CII membership

Exam entry fees covered

Fortnightly workshops

On-demand workshop access

Real-time support from professionals

Qualifications

• Strong communication and customer care skills are essential.
• Attention to detail and organization skills are crucial for success.

Responsibilities

• Provide comprehensive customer support services and administration.
• Assist advisers with administrative tasks and front-of-house duties.

Skills

Communication skills

IT skills

Attention to detail

Organisation skills

Customer care skills

Education

No formal education required

Tools

Intelliflo Office

Job description

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Apply to: Apprentice Customer Support Assistant

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Apprentice Customer Support Assistant

Apply From: 22/02/2025

Learning Provider

Delivered by SKILLS EDGE TRAINING LTD

Employer

SN FINANCIAL SERVICES LTD

Vacancy Description

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 into 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.

Key Details

Vacancy Title

Apprentice Customer Support Assistant

Employer Description

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

Vacancy Location

5 SALTWAY DROITWICH WR9 8LB

Wage Frequency

Custom

Number of Vacancies

1

Vacancy Reference Number

1000304961

Key Dates

Apply From

22/02/2025

Closing Date For Applications

2025-03-30 23:59:59

Interview Begin From

Possible Start Date

2025-06-02 00:00:00

Training

Training to be Provided

• 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.

Learning Provider

SKILLS EDGE TRAINING LTD

Skills Required

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

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