Client Support Apprentice

Are you looking to kick start your career in a fast paced and exciting environment?

Intelligent Pensions in Glasgow are looking for an enthusiastic individual to join their team as a Client Support Apprentice. Intelligent Pensions deliver a service to individuals all over the UK that covers wider pension and investment advice, in addition to other areas of later-life planning when it comes to finances.

What will I be doing?

• Working to become a system expert on Inteliflow, using this to maintain client records and ensuring data is always accurate and update to date
• Acting as a first point of contact and responding to / escalating client queries
• Implementing investment transactions on various systems such as Nucleus
• Wide use of Microsoft Office Package to complete various daily tasks
• Preparing for annual review meetings – Dynamic Planner links, helping to create presentations and supporting documents
• Distributing e-mails to various team members on Outlook
• Ah-hoc client requests such as POA filing, expression of wish and change of addresses/contact details updating this information on Inteliflow
• Liaising with various providers

What do I need to be successful?

• Passion for improving professionalism and delighting clients
• You enjoy a challenge and would like to progress into a role dealing directly with clients and advisers
• You have a can-do attitude and like to go that extra mile for your team members
• Good time keeping

Salary:

£16,000 per annum

Working hours:

Monday to Friday, 9am – 5pm

Benefits:

• Salary review upon successful completion of apprenticeship
• Learn from a team with a wealth of knowledge and experience

Future prospects:

90% of QA apprentices secure permanent employment after completing: this is 20% higher than the national average.

Important information:

This vocational apprenticeship comprehensively supports your specific job role with this particular employer.  Throughout your learning journey, you are fully supported by your dedicated QA skills coach and your mentor at work.  They ensure you settle in, help you develop all the skills you need to be successful in your job role and pass your assessments, and can provide one to one support.

Starting with insights into your current potential, they plan your growth in a programmatic way, close skills gaps with immersive training and ensure what you learn is applicable to what you do. They talk you through the specifics on the qualifications you gain and how they align in particular to your day to day role.

On completion, as well as the valuable work experience you have gained, you get a nationally recognised qualification at SCQF Level 6. 

If you are interested in starting your career and receiving a work based qualification at the same time APPLY NOW!