Client Services Apprentice

Taking initial enquiry calls Booking client meetings Renaming and saving documents Client email and phone updates Booking company meetings Providing documents & information on applications

Training:

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. 

Key Learning Outcomes:

A broad understanding of the financial services sector An understanding of the role of the appropriate regulatory bodies The importance of relationship building with clients and colleagues Understanding of processes and procedures relevant to the role How to develop commercial awareness Building skills and capabilities within an organisation

Professional Qualifications:

CeMAP1 - awarded by  the London Institute of Banking and Finance (LIBF) Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors

Training Outcome:

Potential to progress to a qualified advisory role or senior client services role.

Employer Description:

Mortgage, Insurance and Commercial Finance Brokerage.

At Greywood Financial, we specialise in providing expert mortgage and insurance advice. We’re here to make the process straightforward and provide clear, honest guidance every step of the way.

Working Hours :
Monday - Friday, 9:30am to 5:30pm.

Skills:
Communication skills,Attention to detail,Number skills,Initiative