Blossom Wealth Management Ltd

Financial support administrator apprentice - Intermediate (Level 2)

Blossom Wealth Management Ltd (Employer)

Bury College (Training Provider)

Annual wage £8,003.84
32.0 hours per week Monday to Thursday 8.30am - 5.30pm
16 months (duration)
24 October 2022(start date)
Customer service practitioner (apprenticeship standard)
14 October 2022 (application closing date)
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Job Description

This role will require the individual to support the financial advisers’ work, including the collation of information through contacting third parties by telephone, and the preparing of client files for meetings. You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients.

Responsibilities

What will the apprentice be doing?

  • First line for customer contact both in person & over the phone
  • Ensuring all telephone calls are answered in a timely fashion, taking clear, detailed messages
  • Build strong, working relationships with all our clients
  • Dealing with the daily post/deliveries
  • Updating our CRM systems
  • Processing required paperwork to FCA standards
  • Contacting third party providers by telephone to obtain information
  • Typing letters for clients & providers
  • Assisting the client managers to ensure all set deadlines are met

What training will the apprentice take and what qualification will the apprentice get at the end?

  • Customer Service Practitioner Level 2 Standard
  • College attendance will be required one day a month

 

What is the expected career progression after this apprenticeship?

There will be an opportunity for permanent employment and career progression on successful completion of the apprenticeship. 

Reality Check

Please note that this Partner Practice will conduct a Financial and Identity check on any candidates who are offered a role within the Practice. Full training on the relevant internal systems will be given.

Skills Required

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience, Physical fitness

Qualifications Required

GCSE or equivalent English (Grade C/4 or above) Essential
GCSE or equivalent Maths (Grade C/4 or above) Essential
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