Data Technician Apprentice

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

• Communication skills
• IT skills
• Attention to detail
• Administrative skills
• Analytical skills

• English Language GCSE or equivalent, grade 4 (Essential)
• Mathematics GCSE or equivalent, grade 4 (Essential)