Coronavirus (COVID-19): to find out how we can support you with your apprenticeship including if you have been affected by redundancy, read our updated information.

Customer Service Apprentice BLOSSOM WEALTH MANAGEMENT LTD

This role will require the individual to support the financial advisers’ work, including the collation of information through contacting third parties by telephone, and the preparing of client files for meetings. You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 19 Aug 2022

Apprenticeship summary

  • Annual wage

    £8,003.84

    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    Monday to Thursday 8.30am - 5.30pm

    Total hours per week: 32

  • Expected duration

    16 Months

  • Possible start date

    29 Aug 2022

  • Date posted

    08 Apr 2022

  • Apprenticeship level

    Intermediate
    Level 2 (GCSE)

  • Reference number

    VAC1000036973

  • Positions

    1 available

What will the apprentice be doing?

  • First line for customer contact both in person & over the phone
  • Ensuring all telephone calls are answered in a timely fashion, taking clear, detailed messages
  • Build strong, working relationships with all our clients
  • Dealing with the daily post/deliveries
  • Updating our CRM systems
  • Processing required paperwork to FCA standards
  • Contacting third party providers by telephone to obtain information
  • Typing letters for clients & providers
  • Assisting the client managers to ensure all set deadlines are met

What training will the apprentice take and what qualification will the apprentice get at the end?

Customer Service Practitioner Level 2 Standard

College attendance will be required one day a month.

 

 

What is the expected career progression after this apprenticeship?

There will be an opportunity for permanent employment and career progression on successful completion of the apprenticeship. 


Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience, Physical fitness

Qualifications

GCSE or equivalent English (Grade C/4 or above) Essential
GCSE or equivalent Maths (Grade C/4 or above) Essential

Things to consider

Please note that this Partner Practice will conduct a Financial and Identity check on any candidates who are offered a role within the Practice. Full training on the relevant internal systems will be given.

About the employer

Financial Services & Wealth Management company.

Employer

BLOSSOM WEALTH MANAGEMENT LTD

Address

50 CHURCH STREET

WESTHOUGHTON

BOLTON

BL5 3RS

You must have JavaScript enabled to view a map of the location


Training

Training provider

BURY COLLEGE

Apprenticeship standard

Customer service practitioner

Level 2 (GCSE)


Employer's Application Instructions

Please click on the link below. Complete the form at the bottom of the vacancy with your details and attach a copy of your CV. A member of the Bury College Apprenticeship Team will then be in touch regarding your application.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 19 Aug 2022