Client Support Apprentice

Southyorkshireapprenticeships; United Kingdom; Remote; GBP 8,300 - 12,000; Full time

Benefits offered by this job

Training program

Block release

Customer service standard

Functional Skills

On-the-job and off-the-job training

Job summary

My Pension Expert is offering an apprentice Client Support role in the UK. You will be the first point of contact for new clients, delivering quality service while supporting pension checks and record-keeping.

You will study with North Lindsey College/Doncaster College, undertake the Customer Service Practitioner standard, and complete Functional Skills if needed. This is a structured apprenticeship leading toward potential full-time roles.

Qualifications

• Provide comprehensive administration support to the Client Support team.
• Collect and chase documentation to complete pension checks by phone or post.
• Handle scanning, electronic filing and diary bookings accurately.
• Maintain client records and respond to queries promptly and professionally.
• Handle confidential information with discretion and integrity.

Responsibilities

• Deliver quality customer service to new clients.
• Assist with administration tasks and record-keeping.
• Communicate with internal and external parties to support pension processes.
• Support sustainability communications and values across the organization.

Skills

Customer service

Administration

Data entry

Communication

Teamwork

Education

GCSEs in maths and English

Tools

Microsoft Office

CRM software

Job description

We have a great opportunity to work in our Client Support team. As a member of the team, you will be point of contact with new clients. Your responsibility will be to deliver quality customer service, increasing effectiveness and ease of doing business with us. This is a fantastic opportunity to commence a career in financial services.

• Provide comprehensive administration support to the Client Support team
• Liaise with relevant parties to chase outstanding documentation required to complete pension checks via, telephone or post
• Responsible for completion of administrative tasks in the relevant area, such as scanning, electronic filing and diary bookings
• Ensure all client records are electronically filed and updated where required
• Contacting clients to retrieve any required information and to answer any queries they may have
• Provide and maintain excellent levels of customer service, providing a prompt and efficient response to enquiries
• Dealing with confidential information
• Support the organisation internally and externally by communicating about MPE’s sustainability values, culture and commitments

You must be able to travel to and from work and college.

Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

The Apprenticeship National Minimum Wage guide is updated every April (ANMW):

We need to ask all applicants whether they have any relevant criminal convictions and or pending investigation as defined by the Rehabilitation of Offenders Act 1974.

Relevant meaning offences against a person, whether violent or sexual, offences involving drugs or controlled substances, or theft. A declaration of a relevant Criminal Conviction will result in a Risk Assessment being carried out to determine whether the applicant poses a risk to the welfare or safety of others. This does not include warnings, cautions, reprimands and (for example) speeding fines/points.

A YES ANSWER DOES NOT AUTOMATICALLY EXCLUDE YOUR APPLICATION.

Successful completion of the apprenticeship could lead to a higher-level apprenticeship or full-time employment for the right candidate.

About the Training

• Training will be at North Lindsey College/Doncaster College where you will access a wide range of facilities on offer
• Block release/Day release
• You will undertake the Customer Service Practitioner standard
• You will undertake Functional Skills for English and/or Maths if needed
• You will undertake both on and off-the-job training by a team of industry qualified professionals to give you the best skills, knowledge and experience that will help you become a qualified client support advisor of the future

About the Employer

My Pension Expert are the UK’s leading at-retirement financial adviser, committed to helping clients make informed decisions about their retirement. Our specialists provide clear, expert pension adviser to help maximise the potential of the clients pension and to help them understand what options are available.