Client Support Apprentice

Client Interaction 
Addressing enquiries via phone and in person and providing support and assistance.   Diary Management 
Coordinate and Maintain Adviser Calander/Diary including scheduling meetings. Includes managing Calendly for initial meetings for Adviser.   General Administration 
Assistant to Adviser, providing pre and post- meeting support. As well as reviewing on a monthly and quarterly basis client review with adviser as part of ongoing review process, sending invites and arranging meetings.   Meeting preparation 
Prepare agendas, materials, risk reports, packs and other needed documentation using administration software for meetings, ensuring the adviser is fully prepared. This includes the following types of meetings; initial, investment review, pension review, DFM reviews and Annual Planning meeting.   Document Management 
Create, draft, proofread, and edit client documentation, including creating meeting packs, documents following client meetings such as application forms, engagement letters and other supporting documentation.   Administration Assistance 
Providing support with administration work such as client withdrawals and contributions, calling providers for client information needed for meetings and other associated tasks.   Staff Liaison 
Daily meetings with Adviser to discuss required work, daily catch ups with team leader to assist with work and ongoing contact with team leaders to assist with any queries.   Issue Resolution 
Troubleshoot and resolve client issues, escalating to appropriate team members when necessary to ensure a prompt and effective response.   Client Retention 
Assist with ensuring a positive and long-lasting relationship with clients by providing excellent service and contributing to overall satisfaction.   Product Knowledge 
Develop an understanding of products and services to effectively assist clients and provide detailed information.   Confidentiality 
Handle sensitive information with discretion and always maintain a high level of confidentiality. 
 

Training:

Training is completed online based at the employer's address.

Training Outcome:

Potential to progress into other roles within the company longer term

Employer Description:

We are different from a lot of financial advice firms. We don’t have sales targets or a desire to create as much money as possible. Our interest is in the outcome people want to achieve in their life, perhaps encouraging them to make bolder life-changing decisions now, rather than holding off until it’s too late.

Our wish is for everyone in our community to step out of their comfort zone and discover the undiscovered. 

Working Hours :
This is an in-office role - office hours 9am - 5 pm Monday to Friday with a 1 hour unpaid lunch break from 1-2 pm

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