Apprentice Customer Consultant

2 weeks ago

Carlisle, United Kingdom Carlisle College Full time

**Employer Name**:
Stan Sherlock Associates

**Employer Description**:
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 have more than 130 years of experience between our advisers and have helped clients in almost every situation. Our back-office administration support has over 60 years of combined service with Stan Sherlock Associates.

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.

**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 wil 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

We expect a high level of service for our all clients, quality advice and professional patience.

**Skills Required**:
This is an entry level position and therefore no experience is required. However, the following is preferred:

- 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.
- Ability to effectively carry out instructions and follow a process
- Ability to work using your own initiative

**Personal Qualities**:
You need to be willing to learn, enthusiastic and driven. You need to care about client outcomes and have a can do attitude.

**Training to be Provided**:
Level 3 Business Administrator - 18 months

**Qualifications Required**:
Grade C/4 in GCSE Maths & English, or equivalent.

**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.

**Wage**:
£10,500 per annum (salary increases with responsibility and ability)

**Other Information**:
Our benefits package includes:
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

**Working Week**:
35 hours per week working Monday to Friday from 9.00 a.m. to 5.00 p.m

**Start Date**:
ASAP

**Job Types**: Full-time, Apprenticeship

**Salary**: £10,500.00 per year

Schedule:

- Monday to Friday
- No weekends

**Education**:

- GCSE or equivalent (required)

Work Location: One location

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