Apprentice Customer Consultant
Full Description of Position
This role is a customer-facing role. You would be one of the first people our clients hear or see. You will be expected to build a good rapport with a client and know how to make them feel looked after.
With development, training and support you will be expected to:
- Understand our filing and saving system
- Use our scanners
- Receive and document incoming and outgoing post
- Pay money in and out of our clients' accounts
- Open and close accounts
- Open and close the YBS and SSA office
- Update YBS pass books
- Answer the phone in a professional manner
- Contact clients on behalf of our advisers
- Input adviser appointments
- Deal with clients face to face
Salary
£10,500 per annum (salary increases with responsibility and ability).
Working Week
35 hours per week. Monday to Friday from 9.00 a.m. to 5.00 p.m.
Future Prospects
We work in a busy and progressive environment where opportunities to grow and develop are always offered to current members of the team first. If you are passionate about a project or want to learn more, we would do our best to help you progress.
Qualifications Gained
Training to be provided and expected Apprenticeship duration.
Skills Required
This is an entry-level position, and therefore no experience is required. However, the following is preferred:
- GCSEs or equivalent qualifications required
- Experience in a customer-facing role.
- Experience delivering excellent customer service.
- Good telephone manner.
- A keen interest in improving and building on current successful systems.
- Experience working on different Microsoft applications such as Teams, Excel, Outlook and Word.
- Ability to effectively carry out instructions and follow a process
- Ability to work using your own initiative
- 23 days holiday
- An additional Christmas Closure
- Your birthday off work
- Breakfast Fridays
- Access to Headspace
- Death in Service
- Cycle to work scheme
- The Refill Room
Possible Start Date
ASAP
About Us
We are a family-run financial planning and mortgage practice based in Carlisle, Cumbria, working throughout the UK. Established in 1989 by Stan Sherlock, we advise a wide range of both individual and corporate clients.
We are passionate about people, their goals and helping them achieve them - be that through access to the right mortgage, savings account with our Yorkshire Building Society or by investing.
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