Training Executive Apprentice DEFAQTO LTD

In this role, we’ll give you the tools, training, and hands on experience to become effective in delivering phone, video and face to face training to our external and internal customers using one or more of Defaqto’s in-house developed software solutions.

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Closing date: 05 Oct 2023

Apprenticeship summary

  • Annual wage


  • Working week

    Monday - Friday, 9.00am - 5.30pm with 1 hour for lunch.

    Total hours per week: 37.5

  • Expected duration

    23 Months

  • Possible start date

    09 Oct 2023

  • Date posted

    24 Aug 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

  •  Answering calls and emails from customers and responding to incoming customer emails   
  • Contacting customers requiring training on Defaqto’s software solutions, identifying their needs, and talking them through the relevant system
  • Training customers to understand how to use our software effectively and how to interpret our data appropriately
  • Developing and maintaining a good understanding of: Defaqto Engage, how Advisers make use of it, and how it can deliver high levels of value to Advisers
  • Defaqto’s other products/services and how they are used by clients
  •  The key issues/developments impacting the UK financial services industry
  • Actively promoting high levels of usage by our customers, making use of in-house MI and deriving actions from the analysis of this insight
  • Providing cover for regular web/telephone-based user training for Defaqto Engage, both live and pre-recorded
  • Assisting in creating training documentation in a variety of formats; training videos, guides and webinars, as well as contributing to new tech-touch training initiatives
  • Providing cover for telephone/email customer support, ensuring all software and data issues are recorded, investigated, resolved and communicated in a professional manner within agreed timelines
  • Participating in the testing of new software products/releases to ensure Defaqto systems are up to date and working correctly for our users

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

  • Learning & Development Practitioner Level 3 Apprenticeship  Standard
  • End Point Assessment

What is the expected career progression after this apprenticeship?

Further opportunities within the Customer Success team or the wider business at Defaqto.

Requirements and prospects

Desired skills and personal qualities

High level of IT Literacy, Good knowledge of MS Office, Willingness to learn, Good communication skills, Excellent Telephone manner, Confident outbound calling, Good interpersonal skills, Strong team working skills, Strong administration skills, Strong organisational skills, Ability to plan & prioritise, Ability to meet deadlines, Record of helping customers, Relationship Management, Positive and proactive, Able to use initiative, Able to take responsibility, Prepared to go the extra mile, Deliver results for Business


GCSE or equivalent English (Grade A* - C / 9 - 4) Essential
GCSE or equivalent Maths (Grade A* - C / 9 - 4) Essential

Things to consider

Haddenham offices on local bus route between Aylesbury and Oxford, as well as close proximity to Haddenham & Thame Parkway train station. Hybrid working offered – 1 Day a week at home

About the employer

Defaqto is the UK’s most trusted source of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions. We maintain the UK's largest financial product database and use proprietary research methodology to develop independent ratings, reviews, insights and technology. By bringing together product data, technology and consumer insight we are in a unique position to help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.




Financial Research Centre Pegasus Way Haddenham


HP17 8LJ

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Training provider



Tracey Chaplin


Apprenticeship standard

Learning and development practitioner

Level 3 (A level)

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