Financial Services Apprentice

About the role

Client Support Specialist 🚀

Are you a detail-oriented and driven individual looking to kickstart your career in a dynamic financial environment? We're seeking a motivated Client Support Specialist to join our team! This is an awesome opportunity to learn the ropes and contribute to a supportive and growing company.

What you'll be doing:

• Bridging the Gap: You'll be the go-to person for connecting with investment and pension providers to gather all the crucial client info we need. Think of yourself as the ultimate information detective! 🕵️‍♀️
• Powering Up Our Advisers: Lend a hand to our financial advisers by digging into investment and pension research. Your insights will help them create amazing client reports. 📊
• Keeping Everyone in the Loop: Directly communicate with clients to give them exciting updates on how their projects are progressing. You'll be their personal project cheerleader! 🎉
• First Point of Contact: Be the friendly voice of our company by answering incoming calls and providing support for general inquiries. Your welcoming demeanor is key! 📞

Who you are:

• You're eager to learn and take initiative.
• You have excellent communication skills.
• You're organized and can manage multiple tasks.
• You're a team player who thrives in a collaborative setting.

If you're ready to dive into the world of finance and make a real impact, we want to hear from you! Apply now and let's build something great together. 💪

Key responsibilities

• Liaise with investment and pension providers to gather necessary client information.
• Support advisers with investment and pension research for client reports.
• Liaise with clients to provide work progress updates.
• Answer telephone calls and support with general enquiries.

Entry requirements

GCSE in: (English (grade B or Equivalent), Maths (grade B or Equivalent))