Apprentice Financial Services Customer Adviser SHEAVYN ASSOCIATES FINANCIAL MANAGEMENT LIMITED

Daily duties are:

• General office duties


• Assisting existing staff and advisers


• Handling queries by clients and providers


• Ensuring that the practice records are kept up to date and accurate
  
  This position is to assist the administration team and financial advisers at our practice. Duties will include all manner of office duties. Applicants must be reliable, have attention to detail, customer care skills, administrative skills and able to organise their own workload. Computer skills are required., Communication skills, IT skills, Attention to detail, Customer care skills, Administrative skills, Team working, GCSE or equivalent English (Grade 4) Essential

GCSE or equivalent Maths (Grade 4) Essential

Financial Adviser Practice at Sheavyn Associates Financial Management Ltd, our aim is to provide exceptional service to both private and corporate clients. We always aim to build long-standing relationships with clients, ensuring they remain at the centre of the relationship, whilst we fully support their individual challenges and aspirations. Our clients come from all walks of life and have a wide variety of financial planning needs.


• This is a position to work towards obtaining a level 2 apprenticeship


• Training to be carried out in house and provided by current staff and also external training provider


• Further development is available once this level 2 is completed, You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:


• training


• qualifications, like an NVQ in a relevant field


• industry or sector experience


Apprenticeship standard

Financial services customer adviser

Level 2 (GCSE)