Digital Finance Level 3 Apprenticeship - Intelligent Pensions
Are you looking to kick start your career as a digital finance apprentice?
Intelligent Pensions are looking for an enthusiastic individual to join the team as a finance apprentice working across a range of different areas in the business. You will be;
- Working to become a system expert on Inteliflow, using this to maintain client records and ensuring data is always accurate and update to date
- Acting as a first point of contact and responding to / escalating client queries
- Implementing investment transactions on various systems such as Nucleus
- Wide use of Microsoft Office Package to complete various daily tasks
- Preparing for annual review meetings – Dynamic Planner links, helping to create presentations and supporting documents
- Distributing e-mails to various team members on Outlook
- Ah-hoc client requests such as POA filing, expression of wish and change of addresses/contact details updating this information on Inteliflow
- Liaising with various providers
What do I need to be successful?
- Passion for improving professionalism and delighting clients
- You enjoy a challenge and would like to progress into a role dealing directly with clients and advisers
- You have a can-do attitude and like to go that extra mile for your team members
- Good time keeping
Working hours: Monday to Friday, 9am - 5pm
Benefits
- Potential for full time role upon completion of programme
- Good starting salary
Future prospects
90% of QA apprentices secure permanent employment after completing: this is 20% higher than the national average.
About the Company
Intelligent Pensions are looking for an enthusiastic person to join their team as a finance apprentice. They deliver a service to individuals all over the UK that covers pension and investment advice.
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.
Vacancy posted 2 days ago
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