Adviser Support Apprentice with M&G Prudential

  • Employer BPP Apprenticeships
  • Job type Advanced Apprenticeships
  • Salary £313.95 a week
  • Deadline 31/03/2019

  • Entry requirements GCSEs
  • Locations Stirling
  • Qualifications gained Professional Qualification
  • Date published 15/03/2019

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 specialist education to the business areas that you support. You will also need to be pro-active and spot opportunities to develop yourself and the business.

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

Appointment making

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

Training Provided

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.

Skills Required

A passion to work with other people and ability to build relationships

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

Personal Qualities

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.


Successful candidate will possess the following qualities:

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:

Enthusiastic and confident attitude

Not fazed by challenges and changes

Willingness to learn/ take ownership of own development

Like what you're reading? Join our mailing list for more of the same!