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About this apprenticeship
Duties will include:
Keeping clients updated on progress and answering straight forward administrative questions
Contacting pension providers, platforms and other third parties to request information and updates
Preparing documents and meeting packs for client appointments (for example pensions and ISAs)
Processing new business and ongoing changes, and tracking cases until they are completed
Keeping client records accurate and up to date
Managing routine emails and letters
Chasing information when things stall or are delayed
Helping organise meetings and diaries
Keeping on top of the wider teams tasks
The work is structured and process-driven.
Getting details right matters, but you will be shown how to do things properly and supported while you learn.
Training
Level 3 Financial Services Administrator Apprenticeship
Support from Simply Academy with structured learning and revision sessions
Study towards RO1 from the Chartered Insurance Institute (CII), a recognised financial services qualification
RO1 completion will provide a solid foundation for the learner and can lead to progression into further areas of study
What you could go on to do
This is a long-term role with progression
We will support all exams and related training to the end of level 4 and for the right candidate beyond. Client Support can be level 4 qualified, and we will encourage that progression as well as personal skills
Related sectors
Posted