Client Services Apprentice

BBT Group -
Wakefield

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Job details

Apprenticeship

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
GCSE
Microsoft Office

Full job description

Summary

As our team continues to grow, we are looking for a new apprentice to join us at our Wakefield head office.

If you are interested in a career in financial services, then this is a great opportunity to learn more about the industry whilst working for a national Chartered firm. Many of our previous apprentices have stayed on with us after their courses have ended to continue their progression.

Role profile

Reporting to: Adviser Support Supervisor

Purpose of the Role:

To work closely with the Adviser Support Supervisor to assist the smooth running of the Client Services department and the business as a whole.
To develop self to become a fully competent Business Administrator, taking responsibility for own learning and seeking assistance where required.
To complete the Level 3 Business Administration certificate.

Specific Responsibilities

Undertake general administration to support the Client Services department, ensuring documents are filed correctly in our online system.
Update client information on our database, ensuring all data is recorded accurately.
Answer and redirect incoming calls to the main BBT Group telephone lines.
Meet and greet all visitors to the office.
Scan all incoming post and distribute to relevant colleagues and departments.
Prepare all outgoing mail, ready for collection by post office/couriers.
Ad hoc project work and other duties as and when required.

Person Specification

The successful candidate will be able to:

With guidance, learn how to manage own day to day activities efficiently and effectively.
Communicate effectively at all levels with internal and external customers and suppliers.
Maintain positive working relationships with BBT Group colleagues.
Support and collaborate with other departments as required.
Present a positive image of BBT Group in all dealings with colleagues, advisers, clients, product providers, suppliers and the public in general.
Be willing to treat clients fairly, putting the client at the heart of everything, whilst adhering to FCA, Financial Crime and Data Protection legislation and regulations.

Skills and Qualifications

Minimum 5 GCSE Passes – Grade 4 and above, including English and Maths. ICT or Computer Science preferred but not essential.
Working knowledge of Microsoft Office products, specifically Excel, Word and Outlook.
Organised and methodical approach to work.
Eagerness to learn and pick up new skills quickly.
Motivated, self-driven and conscientious.
Comfortable working alone and as part of a team.

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Summary

Role profile

Specific Responsibilities

Person Specification

Skills and Qualifications

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