Client Customer Service Advisor - (Client Partner)

First Intuition; Reading, Southampton; Hybrid; GBP 38,000 - 52,000; Full time

Benefits offered by this job

25 days annual leave (based on fulltim

3 FI Days per year

Hybrid working available

Flexible-working policies

Employee Assistance Programme

Pension

Private Medical Insurance

Training and development opportunities

Long term career prospects

Employee discounts

Job summary

First Intuition in Reading or Southampton is seeking a proactive Client Partner to join the client services team. You will deliver high-quality service to learners, employers and FI colleagues, onboarding apprentices and coordinating programme pathways with attention to eligibility and funding rules.

The role is hybrid, full-time (37.5 hours), with training provided and clear career progression. You will build lasting client relationships, manage contracts through delivery, and contribute to

Qualifications

• Experience delivering high-quality client service.
• Confident and professional in all interactions.
• Ability to convey key information to employers and learners.
• Strong organisational skills with attention to detail.

Responsibilities

• Provide excellent account service to FI clients for exams and apprenticeships.
• Onboard learners onto apprenticeship programmes ensuring eligibility criteria.
• Plan programmes for new apprentices and commercial learners tailored to needs.
• Manage contractual arrangements through to delivery.
• Identify service improvements and collaborate with the FI team.
• Support business development by following up on new client leads.
• Maintain student and client records with progress reports.

Skills

Client service

Professionalism

Communication

Organisation

Job description

Job Title: Client Partner

Location: Either Reading/Southampton

Role Type: Hybrid, full time, 37.5 hours

First Intuition (FI) is a fast-growing, innovative accountancy training provider committed to delivering outstanding learning experiences. At FI, our commitment to excellence is driven by our core driving principle of putting people first. We take pride in nurturing talent, fostering growth, and providing unparalleled support to our students, clients, and team members, ensuring they can thrive personally and professionally.

Our success is due to our approach to training and our links with businesses. We work closely with organisations to precisely understand their needs and incorporate these into innovative course designs, where the interaction with students is tailored, personal and reflects their specific circumstances. This approach has led to First Intuition being awarded an ‘Outstanding’ rating by Ofsted.

We are looking for an enthusiastic, organised and dedicated individual to join our client services team. You will be responsible for looking after our clients and will be expected to offer a quality service both to the employees/ apprentices within your remit but also to the employers. We will provide full training, but the ideal candidate will be a fast learner, have good attention to detail and relevant client service experience.

Duties and responsibilities to include:

• To be responsible for the excellent account service to FI clients, both for exams only and apprenticeships.
• Responsible for onboarding learners onto their apprenticeship programmes, ensuring all eligibility & suitability criteria is met in line with the DFE funding regulations.
• Responsible for planning the programmes for new apprentices and commercial learners, ensuring each programme is suitable for and tailored to the learner and employer needs.
• Contractual arrangements through to delivery
• To ensure continuous improvements are looked for in the service offered and to work with other members of the FI team to deliver these
• Business development activities such as following up on new client leads and taking them through to delivery.
• Maintaining student and client records with course booking data, progress reporting and the documentation and implementation of changes to study pathways.

Qualifications and skills:

Essential:

• Experience of delivering high quality client service
• Confident and professional
• Ability to deliver key information to employers and their learners
• Strong organisational skills

Desirable:

• Up to date knowledge of apprenticeship standards
• Sound knowledge of apprenticeship programmes and standards to ensure compliance with Ofsted and ESFA Regulations
• Understanding of the accountancy sector/qualifications (AAT, ACCA, CIMA, ICAEW)

Benefits

• 25 days annual leave (based on fulltime hours) PLUS bank holidays
• 3 FI Days per year
• Hybrid working availabl e, equipment provided for homeworking
• Flexible-working positive employer with a range of family-friendly policies
• Employee Assistance Programme: 24-hour confidential access to counselling and support services
• Competitive Pension
• Private Medical Insurance following probation
• Training and development opportunities
• Long term career prospects in a growing company
• Employee perks including a range of discounts to suit your lifestyle

We are committed to safeguarding and protecting young people and vulnerable adults and follow Safer Recruitment processes. All successful candidates will need to complete a DBS check, with some roles requiring an Enhanced check. This post is exempt from the Rehabilitation of Offenders Act 1974. All staff are expected to share this commitment and adhere to our Safeguarding and Prevent Policy, which can be viewed here. First Intuition does not discriminateon the basis ofrace, sex, colour, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.