Financial Services Apprentice: Start Your Insurance Career

Skern Training; Aycliffe Village; On-site; GBP 24,000 - 27,000; Full time

Job summary

The Protection Parent, an award-winning independent insurance broker, is launching a Level 3 Financial Services Adviser apprenticeship in Newton Aycliffe, Durham. You will learn through weekly online training and on-the-job guidance while supporting office operations.

Responsibilities include handling emails and calls, preparing client letters, using insurance portals, CRM systems, and providing excellent service to clients and colleagues; no prior industry experience required, just a positive

Qualifications

• Strong English and Maths qualifications.
• Attention to detail and a professional approach.
• Desire to build a long-term career in financial services.
• Be a team player and know when to ask for help.

Responsibilities

• Managing incoming emails and telephone enquiries.
• Preparing and collating letters and client communications.
• Providing excellent service to clients and colleagues.
• Using insurance portals and calling providers with a professional telephone manner.
• Handling regulated documentation and data processing.
• Using internal CRM and tracking systems with attention to detail.

Skills

Analytical skills

Strong English

Strong Maths

Job description

The Protection Parent, an award-winning independent insurance broker, is launching a Level 3 Financial Services Adviser apprenticeship in Newton Aycliffe, Durham. You will learn through weekly online training and on-the-job guidance while supporting office operations.

Responsibilities include handling emails and calls, preparing client letters, using insurance portals, CRM systems, and providing excellent service to clients and colleagues; no prior industry experience required, just a positive