Financial Services Customer Adviser Apprenticeship

Assist clients with general enquiries about financial services, including account management and accountancy solutions Work closely with financial advisers and accountants to support client needs Learn how to handle financial documentation, ensuring accurate information is provided to clients Support the preparation of financial reports and documentation for client meetings

Training:
Financial Services Customer Adviser Level 2 Apprenticeship Standard You will attend our Training Provider's (Skills North East) Centre 1 day per week in Gosforth

Training Outcome:
Progression into accountancy

Employer Description:
We are dedicated accountants, corporate finance and business advisors who support small and medium size businesses to grow.

Working Hours :
Monday - Friday, 9.00am - 4.00pm (1 hour lunch)

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience