Digital Finance Level 3 Apprenticeship - Intelligent Pensions

About the role

Ready to launch your career in finance? 🚀 Intelligent Pensions is searching for a driven Digital Finance Apprentice to join our dynamic team! This is your chance to dive into various areas of the business and become a future finance pro. 💼

What you'll be doing:

• Becoming a master of Inteliflow, our system, to keep client records spot-on and super up-to-date. 💯
• Being a friendly first point of contact, handling and escalating client questions with a smile. 😊
• Processing investment transactions on systems like Nucleus – get ready to crunch some numbers! 📊
• Using the Microsoft Office Suite like a boss for all sorts of daily tasks. 💻
• Getting ready for annual review meetings by managing Dynamic Planner links and prepping presentations. 📄
• Sending out emails with Outlook to keep everyone in the loop. 📧
• Tackling ad-hoc client requests – think POA filings, expressions of wish, and updating contact details in Inteliflow. ✍️
• Chatting and collaborating with different providers. 🤝

What you'll bring to the table:

• A passion for professionalism and making clients super happy. ✨
• You thrive on challenges and are eager to progress into client-facing roles. 💪
• A "can-do" attitude and a willingness to go the extra mile for your colleagues. 🌟
• Excellent timekeeping skills. ⏰

The details:

• Working Hours: Monday - Friday, 9 AM - 5 PM.
• Perks:
• Potential for a full-time role once you complete the program. 🎉
• A competitive starting salary. 💰
• Future Prospects: 90% of QA apprentices land permanent jobs after finishing – that's 20% higher than the national average! 📈

About Intelligent Pensions:

We're all about delivering top-notch pension and investment advice to people across the UK. Join us and be part of a team that makes a real difference.

Ready to apply?

Hit that apply button to learn more and submit your application! P.S. Applications might close early, so don't wait – apply ASAP! ⏳

Key responsibilities

• Maintain client records and ensure data accuracy on Inteliflow.
• Act as first point of contact for client queries, responding or escalating as needed.
• Implement investment transactions on various systems.
• Prepare for annual review meetings, including creating presentations and supporting documents.
• Handle ad-hoc client requests and update client information on Inteliflow.

Skills