Finance / Sales Administrator Apprentice

Updating their CRM system with client data and sharing information with the sales team Answering phone calls and handling client inquiries with professionalism and care Managing emails from clients and ensuring correspondence is dealt with promptly Working with a diverse portfolio of customers, estate agents, and mortgage brokers Analysing data and producing reports to aid decision-making Resolving customer issues/complaints effectively, if they arise Coordinating team meetings and distributing meeting notes across the business Making outbound calls to customers and clients as needed

Training:

Level 3 Advanced Apprenticeship in Customer Service Specialist consisting of:

Level 3 Standard in Customer Service Specialist Level 2 Functional Skills in mathematics (if applicable) Level 2 Functional Skills in English (if applicable)

You will be required to attend a half-day session with HBTC where you will work towards any functional skills (where needed) that you have to take. There will also be an end point assessment. 

Training Outcome:
After the Apprenticeship, there may be an opportunity for you to advance in the workplace or go on to higher education

Employer Description:
With more than 2,000 advisers across the UK, we offer expert mortgage advice on a local, regional and national level to UK consumers, both face-to-face and over the phone. The expert advice we offer, combined with the volume of mortgages that we arrange, places us in a very strong position to ensure that our customers have access to the latest deals available and receive a first-class service.

Working Hours :
Monday - Friday, 9.00am - 5.00pm

Skills:
Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative