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Unlock the potential of your workforce with funded learning. Discover ‘Untapped to Unlimited’ and get the latest free resources here.

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Unlock the potential of your workforce with funded learning. Discover ‘Untapped to Unlimited’ and get the latest free resources here.




Supporting Financial Advisers in the provision of Advice to clients, by updating client files and providing timely portfolio summaries with information details for client meetings.


Key responsibilities include:

As a member of the support team, you will be a key 1st point of contact for customers with a variety of queries and issues.

Tasks will include.

  • Identifying the nature of contact and accurately log calls on the support system
  • Accurately identify and agree with the customer the severity of the incident allowing effective workload prioritisation to take place
  • Take initial responsibility of the log and attempt to provide a solution using personal knowledge, other colleague’s knowledge and available knowledge bases
  • Where no immediate solution can be found, correct and prompt escalation based on current procedures and communicate escalation to customer
  • Ensuring customers are kept informed on progress of any open logs for which you have responsibility
  • Maintain an up-to-date knowledge of supported applications and developments
  • Work individually and as part of a team towards the aims and objectives of the company as a whole
  • Fulfil Departmental requirements in terms of administrative tasks, and to conform to Departmental policies and procedures

This role is ideal for a candidate that gains satisfaction from resolving customer queries and may have worked previously in a support centre environment. While a strong technical skill set is not required, you will have a general interest in IT and technology.

What I will learn:

Level 3 Customer Service Specialist

via virtual delivery and supported by a 1-2-1 skills coach.

Level 2 functional skills in maths and English if required

Desired Skills and Personal qualities: 

  • Attention to detail, Customer care skills, Problem solving skills, Analytical skills, Initiative, Confident on the telephone, Confident IT/Computer user, Written and verbal skills


  • GCSE or equivalent 5 GCSES including Maths & English (Grade 4 / C / PASS) Essential

Things to consider:

  • Although this is an apprentice role the experience you will gain in this position will set you up for the future. Working for a global company like Kerridge CS will give the opportunity to develop your skills and experience.With the opportunity at a later date to progress further with support in your career or across into other departments.

Application process

  1. Once you’ve found a role you’re interested in, simply click the apply button and fill out the form
  2. One of our team will then be in touch to talk to you a bit more about your aspirations and what happens next
  3. If you want to be really proactive, you can also email us your CV here quoting the role you’re interested in

You can read more about the candidate journey and register for job alerts here.


Job details

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