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Client Support Apprentice
6 days ago
Are you looking to kick start your career in a fast paced and exciting environment?
Intelligent Pensions in Glasgow are looking for an enthusiastic individual to join their team as a client support apprentice. Intelligent Pensions deliver a service to individuals all over the UK that covers wider pension and investment advice, in addition to other areas of later-life planning when it comes to finances.
What will I be doing?
- Working to become a system expert on Inteliflow, using this to maintain client records and ensuring data is always accurate and update to date
- Acting as a first point of contact and responding to / escalating client queries
- Implementing investment transactions on various systems such as Nucleus
- Wide use of Microsoft Office Package to complete various daily tasks
- Preparing for annual review meetings – Dynamic Planner links, helping to create presentations and supporting documents
- Distributing e-mails to various team members on Outlook
- Ah-hoc client requests such as POA filing, expression of wish and change of addresses/contact details updating this information on Inteliflow
- Liaising with various providers
What do I need to be successful?
- Passion for improving professionalism and delighting clients
- You enjoy a challenge and would like to progress into a role dealing directly with clients and advisers
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