SUMMARY OF FINANCIAL SERVICES ADMINISTRATOR APPRENTICE

As a Financial Services Administrator Apprentice you will gain valuable hands on experience on a fast paced environment whilst studying towards completing your Financial Services Administration Level 3 qualification. This is a great opportunity to kick start your career within the financial services industry with a supportive team that’s committed to your development and success.

WHAT YOU WILL DO AT WORK:

• Answer the telephone, take messages and handle calls in a timely and professional manner.
• Provide an efficient and effective administration support to the sales and operations team.
• Handle sensitive and confidential information, including data entry.
• Maintaining and updating manual and computerised records/management information systems.
• Filing, storing and recording data and information.
• Administering and processing enquiries, referrals and other requests.
• Utilising various IT systems including MS Office.
• Organising and supporting various events and meetings.
• Obtaining personal information for customers regarding their finance application.
• Loading customer information onto our CRM/proposal system.
• Quoting customer’s finance options and using sales techniques to secure the deal.

REQUIREMENTS FOR THE ROLE:

• GCSE’s in English and Maths at Grade 4 or above.
• Customer service skills.
• Good communication skills.
• IT literate.
• Driving licence preferred
  Job Types: Full-time, Apprenticeship
  Pay: From £7.55 per hour
  Expected hours: 37.5 per week
  Work Location: In perso