We have an exciting opportunity within our business for an Adviser Support Apprentice. This area of the business plans, develops, markets and then sells savings, investment and retirement products through a range of distribution channels, such as directly over the phone or via sales partners. There is a high focus on customer service and building and maintaining relationships with current and potential clients.
M&GPrudential is committed to a diverse and inclusive workplace. Our role as an employer is very simple – to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences.
As an Adviser Support Apprentice, you will be an integral part of the Adviser Support Team which is responsible for explaining our Investment and Pension Products to our customers, the Financial Advisers. It is therefore important that the successful applicant has excellent relationship building skills and good customer service skills.
As an Apprentice, you will be a key part of the team, helping to maximise sales and act as front-line support, resolving relationship issues and chasing up all outstanding queries and requirements. You will understand how an adviser operates and promote the proposition which is best suited to them. It is important that you also develop and maintain strong relationships whilst providing
This apprenticeship will introduce you to an adviser environment and will consist of the following duties:
Dealing with enquiries from financial advisers by telephone and email
Chasing up outstanding queries, requirements and quotes
Generating sales leads
Obtaining client information from Financial Advisers for new business cases to allow the cases to progress smoothly
Maintaining and building relationships with advisers to obtain future business
Educating advisers on Prudential’s processes and practices
Managing adviser expectations in line with Prudential’s timescales
Acting as a point of contact for escalated issues in relation to Financial Advisers
Assisting Financial Advisers in the completion of application forms
Promoting Prudential’s online systems to make it easier for the advisers
As a Business Administration Apprentice with BPP, you will undertake the Business Administrator Level 3 Advanced Apprenticeship. The apprenticeship will be delivered through a blend of live online learning, pre-recorded lectures, and face to face inductions and masterclasses.
A passion to work with other people and
Good communication skills, both written and verbal
The ability to work effectively as part of a team and on own initiative
Good working knowledge of the Microsoft Office (Word, Excel, PowerPoint )
The ability to work confidently in a deadline driven environment
Good customer focus
The ability to use initiative and learn to prioritise own workload
Strong organisational skills
This opportunity would be perfect for a school leaver with some previous ‘work’ or ‘voluntary’ experience who has an interest in working within a busy sales environment with an ambition to broaden their knowledge and experience in this area.
This apprenticeship role is suitable for someone who is looking to begin a career in a sales environment but has little or no experience of the discipline is a recent school/college/sixth form leaver. This could be a great stepping stone that leads to further sales or financial services career.
The ideal candidate will also possess the following qualities:
Not fazed by challenges and changes
Willingness to learn/ take ownership of own development