Apprentice Administrator – SimplyBiz Group

Customer Success Adviser Apprentice

SimplyBiz Group

We’re pleased to be recruiting for a Customer Success Adviser to join our Customer Experience team. This is an office-based role where you will be integral in ensuring that customers gain the most value from the services that we offer across the Fintel group.

 

What will the apprentice be doing?

  • Respond effectively to inbound calls and emails from existing clients in order to promote services, reduce cancellations and actively respond to queries.
  • Utilise the CRM database and other internal datasets to identify Clients and make effective outbound sales calls, handle objections and update records.
  • Complete all upsell and administration activities, including setting up and updating customer records in CRM, diarising and logging all customer-related activity and maintaining your activity and conversion success records.
  • Develop and maintain an in-depth knowledge of the Intermediary sector of the UK financial services industry and of the opportunities, challenges and needs of Advisers.

What training will the apprentice take and what qualification will the apprentice get at the end?

Upon completion, you will achieve a Customer Service Specialist Level 3 apprenticeship standard along with Functional Skills Level 2 in English and maths (if required).

You will attend day release college sessions at National Business College (NBC) on a fortnightly basis.

NBC is based in the centre of Huddersfield, just a 5 minute walk from the main bus and train stations.

What is the expected career progression after this apprenticeship?

Opportunity to progress within SimplyBiz Group.


Requirements and prospects

Desired skills and personal qualities

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Administrative skills
  • Team working
  • Initiative

Qualifications

  • GCSE or equivalent English (Grade 4/C) essential
  • GCSE or equivalent Maths (Grade 4/C) essential

Things to consider

This vacancy would be ideal for someone that has achieved A Levels or similar and would like a career within the financial sector.


About the employer

SimplyBiz is the UK’s number 1 provider of regulatory and business support to the retail, financial service market.

Employer

THE SIMPLYBIZ GROUP LIMITED

https://www.simplybiz.co.uk/

Address

  • Fintel House
  • St. Andrews Road
  • Huddersfield
  • HD1 6NA

Annual wage

£21,000 a year

Working week

Monday to Friday, hours to be confirmed.

Total hours per week: 37.5 hours a week

Location:
Huddersfield, HD1



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