Client Support Apprentice
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Company: BEYOND FINANCE LTD
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Location: BUCKS, HP8 4RG
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Type: Apprenticeship
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Salary: £18,000.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000029511
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Application Deadline Date: 15/05/2026
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Start Date: 01/07/2026
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Positions Available: 1
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Working Week: This is an in-office role - office hours 9am - 5 pm Monday to Friday with a 1-hour unpaid lunch break from 1-2 pm
Brief Description
This is a fantastic opportunity to enter the Financial Services sector and build a career in the industry. This role will be responsible for managing adviser diary, arranging and preparing client meetings for adviser and work following these meetings, as well as other administrative tasks.
Training to be Provided
Training is completed online based at the employer's address.
Future Prospects
Potential to progress into other roles within the company longer term.
Vacancy Detail
- Client Interaction
- Addressing enquiries via phone and in person and providing support and assistance.
- Diary Management
- Coordinate and Maintain Adviser Calander/Diary including scheduling meetings. Includes managing Calendly for initial meetings for Adviser.
- General Administration
- Assistant to Adviser, providing pre and post- meeting support. As well as reviewing on a monthly and quarterly basis client review with adviser as part of ongoing review process, sending invites and arranging meetings.
- Meeting preparation
- Prepare agendas, materials, risk reports, packs and other needed documentation using administration software for meetings, ensuring the adviser is fully prepared. This includes the following types of meetings; initial, investment review, pension review, DFM reviews and Annual Planning meeting.
- Document Management
Create, draft, proofread, and edit client documentation, including creating meeting packs, documents following client meetings such as application forms, engagement letters and other supporting documentation. - Administration Assistance
- Providing support with administration work such as client withdrawals and contributions, calling providers for client information needed for meetings and other associated tasks.
- Staff Liaison
- Daily meetings with Adviser to discuss required work, daily catch ups with team leader to assist with work and ongoing contact with team leaders to assist with any queries.
- Issue Resolution
- Troubleshoot and resolve client issues, escalating to appropriate team members when necessary to ensure a prompt and effective response.
- Client Retention
- Assist with ensuring a positive and long-lasting relationship with clients by providing excellent service and contributing to overall satisfaction
- Product Knowledge
- Develop an understanding of products and services to effectively assist clients and provide detailed information.
- Confidentiality
- Handle sensitive information with discretion and always maintain a high level of confidentiality
Other Information
Basic credit check required.