Digital Support Apprentice

About Calton Wealth Management:

As financial planners we focus on our clients, working to help them achieve their goals. This approach leads to our clients developing a deep sense of trust in our relationship, gaining financial confidence and wellbeing. We deliver financial peace of mind through our expertise and customer service. We protect and nurture our team and clients alike.

About the role:

The Digital Support Apprentice, reporting to the Support Team Manager, helps the business operate efficiently and stay compliant with Financial Conduct Authority regulations.

Responsibilities:

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• First responder for incoming calls. You will gather information, triage requests and update clients where necessary
  
• Manage and re-allocate information received into centralised mailboxes using Microsoft Outlook. You will also be responsible for bulk mailings to clients
  
• Become an intelligent Office superuser for the business. This is our internal CRM system which is used to manage customer data, tasks & workloads, and income & fee management. Add data as requested by the Finance manager.
  
• Using Adobe Docusign, gather signatures for clients and process documents accordingly
  
• Completing Lead & Attrition Trackers from information received by email, phone or letter and keep information updated on Microsoft Excel (shared on Onedrive)
  
• Processing Letters of Authority (LOAs) and follow up as required
  
• Always act in accordance with FCA Regulations
  

Desirable skills:

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• Confident with IT and using email and office software
  
• Organised, detail-focused, and good with numbers
  
• Strong communicator with solid time-management
  
• Reliable, professional, and adaptable
  
• Proactive team player with a customer-focused attitude
  

Salary:£18,500 per annum

Working hours:37.5 hours per week.

Benefits:

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• Life insurance
  
• Company pension
  
• Private medical insurance
  
• Company social events
  
• Company incentives
  

Future prospects:

90% of QA apprentices secure permanent employment after completing: this is 20% higher than the national average.

Important information:

This vocational apprenticeship comprehensively supports your specific job role with this particular employer.  Throughout your learning journey, you are fully supported by your dedicated QA skills coach and your mentor at work.  They ensure you settle in, help you develop all the skills you need to be successful in your job role and pass your assessments, and can provide one to one support.

Starting with insights into your current potential, they plan your growth in a programmatic way, close skills gaps with immersive training and ensure what you learn is applicable to what you do. They talk you through the specifics on the qualifications you gain and how they align in particular to your day to day role.

On completion, as well as the valuable work experience you have gained, you get a nationally recognised qualification at SCQF Level 6. 

If you are interested in starting your career and receiving a work based qualification at the same time APPLY NOW!

Please be advised that this advert may close prior to the closing date stated above if a high number of applications are received. If you are interested in this vacancy please apply below as soon as possible.