Investment and Savings Expert

3 days ago


Nottingham, Nottingham, United Kingdom Capio Recruitment Full time

About Our Business:

At Wren Sterling, we offer comprehensive financial services to individuals and corporate clients across the UK.

Job Summary:

We are seeking a skilled Apprentice Financial Advisor to join our team. This role involves supporting various business operations, ensuring efficient data management, and maintaining exceptional client relationships.

Key Responsibilities:

  • Manage and maintain accurate client records using Intelligent Office
  • Participate in large-scale data cleansing exercises to enhance data quality
  • Develop and implement effective health and safety protocols

Requirements:

  • A minimum of 5 GCSEs or equivalent (including Maths and English)
  • Strong IT literacy, including proficiency in Microsoft packages
  • Excellent communication skills for interacting with clients over the phone
  • Relevant experience in coaching, mentoring, development, project management, Intelligent Office, and financial advice

Performance Metrics:

  • Meet established financial targets, KPIs, and SLAs
  • Adhere to company policies, regulatory compliance, and legal requirements

Compensation Package: £43,250 - £52,500 per annum



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