Data Technician Apprentice
A chance to join Soteria Planning as a Data Technician. Soteria offer Bespoke Advice on Wills, Trusts, and Estate Planning.
Role
Job Responsibilities:
- Data and Admin specifics will be drafting clients Wills for the advisers from instruction forms and checking for errors
- Then sending to HQ for printing and making any amends from the clients.
- There will also be some CRM status updates to do.
Additional roles within database management to control too
Providing support to managers, other employees and advisors
Providing polite and professional assistance via phone and email
Sending drafts to clients - Chasing the return of draft Wills
- Data input
- Administration duties
- Liaising with third parties
- Following up on leads and booking appointments to advisor diaries
Personal Qualities:
- Committed, driven, enthusiastic, accurate and results orientated
- Be able to work on your own and as part of a team
- Exceptional attention to detail
- Excellent written and verbal communication skills
- Flexible and adaptable
- Ability to build rapport, influence and advise clients on all levels
- Ability to learn and put new skills into practice
- Genuine desire to meet the need of others
- Because this role is grammar based too, the employer has requested the candidate have a string Level English result at GCSE level and possess literacy skills
Training
- L3 Data Technician Apprenticeship
- Training will be remote learning from the apprentices place of work
- Training will be one day a week
- Potential permanent position after apprenticeship
- 5 year progression plan
- Apprenticeship Standard
- Data technician (level 3)
- Training Provider
- REMIT GROUP LIMITED
- Working Week
- Monday to Friday 9am-5pm
- Expected Duration
- 18 Months
- Positions Available
- 1
- Closing Date
- Sunday, 9th June 2024
- Start Date
- Thursday, 20th June 2024
Desired Skills
- Communication skills
- IT skills
- Attention to detail
- Administrative skills
- Analytical skills
Qualifications
- English Language GCSE or equivalent, grade 4 (Essential)
- Mathematics GCSE or equivalent, grade 4 (Essential)
About the Employer
AVOCADO PROPERTY GROUP LTD
Soteria offer Bespoke Advice on Wills, Trusts, and Estate Planning
- Company
- AVOCADO PROPERTY GROUP LTD
- Location
- 3a Oakmede House, Binfield, Bracknell, England
- Employment Type
- Advanced Apprenticeship
- Salary
- £13,312.00
- Posted
- Company
- AVOCADO PROPERTY GROUP LTD
- Location
- 3a Oakmede House, Binfield, Bracknell, England
- Employment Type
- Advanced Apprenticeship
- Salary
- £13,312.00
- Posted