Business Administration Apprentice - Financial Advisors

About the role

Customer Relations Specialist 🚀

We're on the hunt for a dynamic individual to join our team as a Customer Relations Specialist! If you're a whiz at building connections and love keeping things organized, this could be your dream gig. 🤝

What You'll Be Doing:

• Be the First Point of Contact: Assist the manager with all incoming inquiries and be the go-to person for new client communications. 💬
• Client Communication Rockstar: Engage with new and potential clients, answering their questions and ensuring they feel heard and valued. 🗣️
• System Savvy: Add new client details to our system and meticulously maintain client files for potential customers. 💻
• Document Dynamo: Generate pre-contract documents and ensure all necessary paperwork is signed and securely saved. ✅
• Website Guru: Review our website and share your awesome ideas for improvements. 💡
• Product Knowledge Pro: Dive deep into understanding debt products available in the market and how our offerings can best serve our clients. 📚
• Solution Finder: Help assign the most appropriate solutions to client needs. ✨
• Database Master: Keep our system database up-to-date and accurate. 📊
• Regulatory Aware: Stay informed about the latest regulations and suggest updates to management. ⚖️

What You'll Bring:

• Communication Skills: Excellent professional letter and email writing abilities. ✍️
• Reporting Prowess: Skill in professional report writing development. 📈
• Corporate Comms: Strong corporate communication and email writing etiquette. 📧
• Complaint Handler: Proven ability to handle complaints effectively and professionally. 💯
• Independent Thinker: Capacity for independent case handling and troubleshooting. 🤔

Ready to make an impact? Apply now! 🎉

Key responsibilities

• Provide support in customer relations and inquiry management.
• Maintain and update client information and documentation in the system.
• Develop understanding of available debt products and market offerings.
• Assist with research on industry regulations and suggest improvements.
• Contribute to professional written communication and reporting.

Entry requirements

GCSE in: (English (grade 4), Maths (grade 4))