Job Description

Apprentice Research Apprenticeship (Financial Services Administration)

Salary: 8.23 per hour

Hours of work: Monday to Friday 9am - 5pm (35 hours a week)

Location: Support Office in Chorley

At Cheetham Jackson we have one sole focus, saving clients. We save them and their families from the financial impacts of poor decisions, no decisions, or the wrong financial advice they have received in the past. It is a passion that is shared by everyone who works for us.

We are strong believers that at the core of financial services are people wanting to empower people to take control of their finances with the aim to enable them to have better and more fulfilled life. We are looking for positive and tenacious people, who are willing to build long-term relationships with our clients and continue the great standing Cheetham Jackson has in our local communities.

We are looking for a hard working and passionate apprentice to join our growing research team in our Support office in Chorley.

We are extremely proud of being an Employee Owned business, this means that all who join Cheetham Jackson have a meaningful say in how the business runs. We believe that by empowering our Employee Owners to thrive for work fulfilment we will in turn be offering a great service to our clients.

Main duties and responsibilities

:

Communicating with providers by email and telephone

Keeping paperwork tidy and organised

Answer enquires in person, by phone and by email

Open the post, scan and upload to the client database

Clerical work including photocopying, scanning and faxing documents

Using different software to obtain and collate information

Complete data capture forms with provider's over the phone

Populating client recommendation letters

Person Specification

Excellent telephone manner and interpersonal skills

Warm and friendly personality

Smart, professional appearance

A confident, positive, pro-active and 'can do' attitude

Ability to multi task and work calmly under pressure

A good sense of client and company confidentiality

Organised

Good verbal and written communication skills

Able to use own initiative and common sense

Reliable and diligent

Good sense of client care and desire to help others

A mature and responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively

Awareness of the importance of a positive client experience

Ability to prioritise and organise own workload

Able to work accurately, with excellent attention to detail.

Knowledge and Experience

Good standard of numeracy and literacy - including Maths and English (Grade A to C or equivalent)

Computer literate - able to use Microsoft Office (including Word, Excel and Outlook)

Important Notes about the role

The hours of work will be 9am -5pm Monday to Friday.

A successful 6 month probationary period must be completed.

Team work is a key element within this role as the candidate will need the ability to follow instructions given by their team and their colleagues.

The candidate will be provided with excellent training opportunities and a structured career development whilst working for a successful, well established organisation.

Job Types: Full-time, Apprenticeship

Pay: From 8.23 per hour

Benefits:

Additional leave Health & wellbeing programme Life insurance Private medical insurance
Work Location: In person