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Who are we?

WE'RE ONE OF THE LEADING INDEPENDENT FINANCIAL PLANNING TEAMS IN THE NORTH.

We are currently recruiting for an Apprentice Client Support Officer

Role:                 Client Support Officer

Contract:        Apprenticeship

Package:         £3.80 per hour

Hours:              9am-5pm Monday to Friday

Location:        Stockton-On-Tees

Essential:       IT Literate. Mathematics and English GCSE grade A-C

Desirable:      Experience in customer service

About Active:

Following continued growth within our business, we are seeking the services of an apprentice Client Support Officer to join our administrative Support Team, working from our modern Head Offices in Stockton-On-Tees.

Our core values have always been to put the client first in all circumstances, therefore we would require the successful candidate to be pro-active and have an excellent customer manner.  Working within the service sector and having demanding clients of a high value, all of our team must have the highest levels of confidence, professionalism and personal presentation at all times.

Although initially starting as an Apprentice, we have a great track record of finding and developing ‘gems’, ultimately leading to a lengthy career in financial services.  Andrew Gilmore (Financial Adviser & Head of ParaPlanning – age 27), Laura Richmond (Client Support Officer – age 23) and Cheyenne Drake (Client Support Office – age 20) all began their careers at Active in this way and are now an integral part of our business.

Key Responsibilities:

You will be responsible for providing administrative support to the existing team of Client Support Officers and Financial Advisers. These duties could include:

  • Postal Duties
  • Scanning
  • Filing
  • General Letter writing
  • Binding Reports
  • Generating Valuation Reports
  • Answering Telephone
  • Shredding
  • Making Drinks
  • Welcoming Clients
  • Other General Administration Jobs

This is an excellent opportunity for someone to learn & understand how the business operates.

Could this be you?

Key Responsibilities

 

You will be responsible for providing administrative support to the existing team of Client Support Officers and Financial Advisers. These duties could include:

  • Postal Duties
  • Scanning
  • Filing
  • General Letter writing
  • Binding Reports
  • Generating Valuation Reports
  • Answering Telephone
  • Shredding
  • Making Drinks
  • Welcoming Clients
  • Other General Administration Jobs

This is a great opportunity for someone to learn & understand how the business operates.

Could this be you? Call Active today on 01642 765957 or email info@nullactivefp.co.uk

CALL US TODAY

01642 765957

If you would like to find out more about how we can help you, please give us a call or drop us an email.

Get In Touch

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  • Having been a client of Active Finance for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I

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Active Financial Planners Ltd Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR Active Chartered Financial Planners is a trading name of Active Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority