Financial Services Apprenticeship

Recruiter
Anonymous
Location
Basildon
Salary
Competitive
Posted
26 Oct 2018
Closes
23 Nov 2018
Specialism
Administration
Sector
Accounting
Role Type
Apprenticeship
Start Date
Immediate
Duration
Permanent
A fantastic opportunity to join one of the fastest growing and largest employers in Essex! Join us as an Apprentice with full training and support from day one!

Our client offers a fully paid Apprenticeship leading to Level 2 in 'Investment Operations' and the first paper of the globally recognised IOC qualification! All training is via E -Portfolios/webinar/on the job. No attendance at college is needed and you will be amongst many other current and former Apprentices, so with great support!

Main Responsibilities

The apprenticeship opportunities in Basildon office sit within our Client Services team.

This is a telephone based role (answering queries about customer's investments on behalf of our clients who are leading global investment providers (known as 'Management Companies')

* You will receive training on a variety of processes completed by different business areas to enable you to answer client enquiries.

* You will develop professional internal and external relationships.

* Within this role you will be trained to have a high level of understanding of client money rules and internal procedures, along with good verbal and written skills, and a high level of attention to detail.

* You will gain a great understanding of the different investment products we work with, such as ISA's, Unit Trusts, Investment Trusts and OEIC's

* You will aid with account servicing questions on the phone and raise appropriate work, to request investigations, give portfolio valuations and update customer account details.

* Within this role you will gain a great understanding of the different areas of the business, having to be aware of a great number of different processes and procedures across the organisation.

* You will gain a great understanding of the different investment products we work with, such as ISA's, Unit Trusts, Investment Trusts and OEIC's.

Ideal Candidate

* GCSE Mathematics and English Language

* A strong command of spelling and grammar with good letter-writing skills (particularly for written and email based roles)

* Good general computer skills including basic Word, Excel and email (plus any experience of using an in-house database is a bonus)

* The ability to work to daily/weekly deadlines and follow strict processes

* Strong accuracy and attention to detail

* Good communication skills

* Above all the desire to learn and an eagerness to begin a career in the financial services sector

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