Customer Services Apprentice

Duties:

· Complaint Handling: Logging complaints as they are received, acknowledging them with the client, investigating the complaint and completing root cause analysis, feeding back results of investigation to the client and business.

· Assisting with Training & Competency 121s: Documenting the meetings, managing the diary of the T&C Supervisor

· File Review Support: Pull together advice files for review, check all required documents are in place, liaise with paraplanning/advice team where documents are outstanding.

· Gather information required for routine compliance call monitoring

· Assisting with AML checks

· General admin support for the Compliance Team as required, involvement in ad hoc special projects.

· The candidate will shadow all key areas of the compliance team to get a fully rounded idea of the different areas of specialization.

Training:

Training will be at Doncaster College where you will access a wide range of facilities on offer.  

Day release.   

You will undertake L3 Customer Service Specialist Apprenticeship Standard.  

https://don.ac.uk/courses/dap00081-l3-customer-service-specialist-apprenticeship-standard/

You will undertake Functional Skills for English and/or Maths if needed.   

You will undertake both on and off-the-job job training by a team of industry-qualified professionals to give you the best skills, knowledge, and experience.  

Training Outcome:

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

Employer Description:
My Pension Expert is the UK’s leading at-retirement adviser, helping people all across the UK to achieve their financial goals. MPE understand that everyone is different, and have different financial goals and objectives. Our team searches the entire market to find the option that best suits their needs; from annuities, to drawdown and investments.

Working Hours :
Monday to Friday, 9am to 5.30pm (one day at college)

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working,Patience