Customer Services Apprentice

MY PENSION EXPERT LIMITED

Apprenticeship Level 3
Apply by:  

About the Role

We're seeking an enthusiastic Customer Services Apprentice to join our company in Doncaster. Working within our Compliance department, you will be supported throughout your qualification, with hands-on experience to complement your learning. From tackling projects to handling important administrative tasks, you'll be at the heart of it all.

Duties:

· Complaint Handling: Logging complaints as they are received, acknowledging them with the client, investigating the complaint and completing root cause analysis, feeding back results of investigation to the client and business.

· Assisting with Training & Competency 121s: Documenting the meetings, managing the diary of the T&C Supervisor

· File Review Support: Pull together advice files for review, check all required documents are in place, liaise with paraplanning/advice team where documents are outstanding.

· Gather information required for routine compliance call monitoring

· Assisting with AML checks

· General admin support for the Compliance Team as required, involvement in ad hoc special projects.

· The candidate will shadow all key areas of the compliance team to get a fully rounded idea of the different areas of specialization.

You must be able to travel to and from work and college. Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week). The Apprenticeship National Minimum Wage guide is updated every April (ANMW): https://www.gov.uk/national-minimum-wage-rates.

Successful completion of the apprenticeship could lead to a higher-level apprenticeship or full-time employment for the right candidate.

About the Training

Training will be at Doncaster College where you will access a wide range of facilities on offer.  

Day release.   

You will undertake L3 Customer Service Specialist Apprenticeship Standard.  

https://don.ac.uk/courses/dap00081-l3-customer-service-specialist-apprenticeship-standard/

You will undertake Functional Skills for English and/or Maths if needed.   

You will undertake both on and off-the-job job training by a team of industry-qualified professionals to give you the best skills, knowledge, and experience.  

About the Employer

My Pension Expert is the UK’s leading at-retirement adviser, helping people all across the UK to achieve their financial goals. MPE understand that everyone is different, and have different financial goals and objectives. Our team searches the entire market to find the option that best suits their needs; from annuities, to drawdown and investments.

Skills Required

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Problem solving skills
  • Administrative skills
  • Team working
  • Patience

Training Provider

DN COLLEGES GROUP

Course/Training

Customer service specialist (level 3)

Apply by: