Client Support Lead Apprentice

Duties will include:

Keeping clients updated on progress and answering straight forward administrative questions Contacting pension providers, platforms and other third parties to request information and updates Preparing documents and meeting packs for client appointments (for example pensions and ISAs) Processing new business and ongoing changes, and tracking cases until they are completed Keeping client records accurate and up to date Managing routine emails and letters Chasing information when things stall or are delayed Helping organise meetings and diaries Keeping on top of the wider teams tasks

The work is structured and process-driven.

Getting details right matters, but you will be shown how to do things properly and supported while you learn.

Training:

Training & Qualification:

Level 3 Financial Services Administrator Apprenticeship
Support from Simply Academy with structured learning and revision sessions Study towards RO1 from the Chattered Insurance Institute (CII), a recognised financial services qualification R01 Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas

Training Outcome:
This is a long-term role with progression We will support all exams and related training to the end of level 4 and for the right candidate beyond. Client Support can be level 4 qualified and we will encourage that progression as well as personal skills
 

Employer Description:

Dynamic Financial Planning is an independent financial planning firm working mainly with families who are close to, or already in, retirement. This also includes working with trusts and trustees.

Guiding clients calmly and clearly, over many years, so they feel confident about their choices.

We are a small, growing firm. That means you are not a small cog in a large machine. People notice your work, rely on it, and genuinely appreciate it. You will build deep relationships with our clients over time and take the time to get to know them. 

 

Working Hours :
Flexible working, but typically 9.00am - 5.00pm Monday to Friday with half an hour for lunch.

Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Team working,can act with autonomy