Investment and Savings Expert
3 days ago
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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