Digital Support Level 3 Apprenticeship - Calton Wealth Management

Digital Support Level 3 Apprenticeship - Calton Wealth Management

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About Calton Wealth Management:

As financial planners we focus on our clients, working to help them achieve their goals. This approach leads to our clients developing a deep sense of trust in our relationship, gaining financial confidence and wellbeing. We deliver financial peace of mind through our expertise and customer service. We protect and nurture our team and clients alike.

About the role:

The Digital Support Apprentice, reporting to the Support Team Manager, helps the business operate efficiently and stay compliant with Financial Conduct Authority regulations.

Responsibilities:

• First responder for incoming calls. You will gather information, triage requests and update clients where necessary
• Manage and re-allocate information received into centralised mailboxes using Microsoft Outlook. You will also be responsible for bulk mailings to clients
• Become an intelligent Office superuser for the business. This is our internal CRM system which is used to manage customer data, tasks & workloads, and income & fee management. Add data as requested by the Finance manager.
• Using Adobe Docusign, gather signatures for clients and process documents accordingly
• Completing Lead & Attrition Trackers from information received by email, phone or letter and keep information updated on Microsoft Excel (shared on Onedrive)
• Processing Letters of Authority (LOAs) and follow up as required
• Always act in accordance with FCA Regulations

Desirable skills:

• Confident with IT and using email and office software
• Organised, detail-focused, and good with numbers
• Strong communicator with solid time-management
• Reliable, professional, and adaptable
• Proactive team player with a customer-focused attitude

Salary:

£18,500 per annum

Working hours:

37.5 hours per week.

Benefits:

• Life insurance
• Company pension
• Private medical insurance
• Company social events
• Company incentives

Future prospects:

90% of QA apprentices secure permanent employment after completing: this is 20% higher than the national average.

How to apply

To apply for this role and to find out more, please click on the apply button. Please note that applications may close before the application deadline, so apply early to avoid disappointment.