What is this document?
We might call it a Job Description, but it's much more than a title - it's your guide to success in this role. After reading this, you'll know exactly what's expected of you and what it takes to shine at IFP.
Who is this for?
This role is designed for someone with a strong work ethic who's ready to put in the effort. At IFP, we set high standards because we're dedicated to delivering our mission, vision and core values. We need someone who shares that commitment - someone who's not afraid to roll up their sleeves and tackle challenges head-on. In return we will fully support you to smash through achieving your apprenticeship qualification whilst gaining valuable experience in a working role at the same time.
What is the 'official' title for this role?
Data Technician Apprentice
Who do you report to?
You'll be reporting to our Compliance Manager, Lewis.
Who reports directly to you?
This role doesn't hold any managerial responsibilities.
What is your 'why'?
We know the importance of the Data Technician Apprentice role, but what matters most is that you do, too.
Your 'why' is at the heart of our vision of changing lives for the better and our mission that we believe you should be empowered to create a better future. We do this by providing independent financial advice, education and support. You're in this for the long term, and so are we.
In your role as Data Technician Apprentice, you will play a vital role in providing colleagues across the company with accurate, timely, and well-organised data insights, predominantly working as part of both the Compliance and Finance Team. You will help to change clients' lives and provide great client outcomes by supporting data-driven decision-making, ensuring regulatory compliance, and improving the efficiency and accuracy of our processes to shorten client journey timescales.
Your dedication to our values; being mindful, acting with integrity and working collaboratively in order to achieve, directly impacts the exceptional service we're known for. With your input and dedication to the role, our team can continue to earn 5-star reviews, uphold our reputation, and most importantly, make a meaningful difference in the lives of our clients.
Your 'why' is about more than just managing tasks; it's about working with purpose and thriving in your role, ensuring every action you take, contributes to our overarching goal: to change lives for the better, including yours
Key Responsibilities:
* Prepare, collate and present data to track staff training and competence.
* Collation of data to determine KPI results.
* Assist with Complaint and Error responses by keeping accurate records, liaising with our insurers and sending all complaint correspondence, including communication with the Financial Ombudsman Service.
* Record Financial Promotions.
* Collate key information and data for Professional Indemnity Insurance application to ensure its smooth annual renewal.
* Check Electronic Verification of Corporate Clients and investigate individual fails.
* Ensure all staff are following our Clear Desk policy and that computer or device desktops are clear of client data.
* Retrieve and process income statements on back office system (Intelligent Office).
* Ensure that client records are kept up to date and accurate in terms of income.
* Reconcile all income and resolve any discrepancies.
* Collate and record staff expense claims.
* Maintain and balance petty cash.
* Run client data reports, checking for accuracy, and present in suitable format for use by peers.
* Assisting with preparation/data input for cashflow forecasting, budget variances and ratio analysis
* Fully supported through completion of L3 Data Technician Apprenticeship.
* Work in line with IFP's CPD scheme and T&C scheme.
* Adhere to the cross-cutting rules and act in the spirit of the Consumer Duty to support the achievement of good Client Outcomes
Skills & Experience Required:
* GCSE Maths & English
* GCSE/BTEC ICT preferable
* Good verbal and written communication skills.
* Good organisational skills
* Accurate with a good eye for detail
* Digitally literate
* Professional and confident telephone manner
* Good understanding and adherence to agreed operational processes
* Good team-worker
* Open and honest with all colleagues, managers and directors.
Job Types: Full-time, Fixed term contract, Apprenticeship
Contract length: 15 months
Pay: £10.00 per hour
Expected hours: 35 per week
Benefits:
* Company events
* Free parking
* Health & wellbeing programme
* On-site parking
Work Location: In person