Research Apprentice - REF 14364

Communicating with providers by email and telephone Keeping paperwork tidy and organised Answering enquires in person, by phone and 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 providers over the phone Populating client recommendation letters

Training:
Business Administration Level 3 Functional skills Work-based learning

Training Outcome:

Progression onto full-time employment.

Employer Description:

Cheetham Jackson is more than just a financial planning company. We are a multiple of all the brilliant people who chose to join us and who continue to fulfil their aspirations with us.

By combining the skills and experience of everyone within the business in the right way depending on each client’s needs, we are able to give our best selves to fulfilling their needs and objectives through the creation and implementation of effective financial plans.

We have one simple and collective purpose: to save clients. This will require something different for every new client we meet, which is why we take the time to get to know every client and to understand what is most important to them, what may derail their plans based on their circumstances, and what is possible based on their personal situation.

Working Hours :
Monday - Friday 9:00am - 5:00pm (1-hour lunch unpaid)

Skills:
Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Positive & Proactive attitude,Reliable,Responsible,Warm & friendly personality