A task which I complete on a weekly basis would be producing review packs for our advisers when they have a review due with their clients. This would involve contacting the providers of the clients’ policies to get up-to-date valuations and information on their policies to ensure that the advisers can offer our clients the most up-to-date and accurate advice. Once the review has been completed, the adviser will then return the review pack to me so that I can update any changes that the client may want to make, or the adviser had recommended for their policies. I would do this by using a software we use called Client-Assyst.
Another task I complete within my apprenticeship involves processing post we receive from both client and providers. The post we receive often needs to be dealt with at a fast rate. This is because the post from clients and providers usually has a matter of urgency and needs to be dealt with immediately.
What kind of skills have you picked up so far?
Throughout the apprenticeship so far, I have picked up many skills, both personal skills but also my financial knowledge. I feel I have developed my communication skills and confidence as I have regular contact with our clients and Financial Advisers, making me more confident when talking to others. By studying at work, it has also meant that I develop my knowledge of financial products and terminology within the industry as they are things which my colleagues and I deal with daily.
What made you decide to go for this specific role?
My current role within the business will allow me to develop my knowledge of financial services and allow me to understand and learn about the different financial products which are available. Therefore, I decided to apply for this apprenticeship as I believed it would allow me to gain the knowledge and experience within finance to be able to progress to where I want to be.