Sales Support Consultant Apprentice

Quick job overview

We have an exciting opportunity within our Distribution business for a Sales Support Consultant apprentice within Prudential Financial Planning (PFP). This area of the business plans, develops, markets, and then advises clients on savings, investment and retirement products through a team of Advisers/Partners. There is a focus on customer service and building and maintaining relationships with current and potential clients.

At Prudential we work hard to create an environment that enables everyone to flourish and we actively encourage diversity across the business. We are seeking a self-motivated and conscientious person who will enjoy working in the varied and fast-paced environment of Sales Support within PFP. The successful applicant must be able to work to deadlines with a high level of attention to detail and excellent communication skills.

Job description

As a PFP Apprentice you will support various teams within the sales support unit. You will be expected to communicate with internal and external customers both verbally and in writing. You will learn how an employed advice team operates as well as develop a high level of customer service through practical application. You will also learn the importance of building effective relationships.

Main duties:

  • Issuing letters to external providers, chasing outstanding business and working on ad-hoc projects as and when required.
  • Providing pre-appointment information packs.
  • Working closely with back office support teams to ensure business applications are completed.
  • Answering telephone queries from both Advisers/Partners.
  • Making out-bound calls to Advisers/Partners and external companies.
  • Supporting lead allocation.
  • Checking and issuing correspondence on behalf of the Adviser/Partner.    

Location: Stirling, FK9 4UE

Total vacancies: 3

Hours per week: 35

Hourly wage: £8.45

Weekly wage: £295.75

Apprenticeship duration: 15 months

What you need

It is important that you're ambitious, want to succeed, are interested in the finance industry and that you are prepared to invest time in studying towards your qualifications. The ideal applicant for this role will be a enthusiastic, confident and self-motivated team player who is not fazed by challenges and change.

We are looking for fully (aged 16 to 18 years) or partially funded (aged 19 to 23 years) apprentices.

You must have been a UK/EU/EAA resident for three or more years, must be eligible to work in the UK and must not have a Level 4 or higher level of qualification (i.e. Certificate of higher education or Degree).

You should have 5 GCSEs with grades between A and C (with a minimum grade C in Maths and English) or the equivalent National 4/5 in Scotland. Preferably candidates will have some prior work experience or some voluntary work experience.

Skills and abilities

  • bullet Excellent communication skills, both written and verbally
  • bullet A passion to work with other people and ability to build relationships
  • bullet The ability to work effectively as part of a team and on own initiative
  • bullet Good telephone skills
  • bullet Moderate IT skills, experience of IT packages such as Word, Excel and PowerPoint
  • bullet Good customer focus
  • bullet Willingness to contribute and desire to build a professional career
  • bullet Attention to detail
  • bullet Strong organisational skills and the ability to work well under pressure
  • bullet Demonstrate flexibility
  • bullet Able to use initiative and learn to prioritise own workload

The application process

Step one

Decide and apply

Step two

Telephone interview and online tests

Step three

Video interview

Step four

Assessment Centre

Step five


Decide and apply: Read the job description and decide if this is the right role for you. Once you're sure you can apply for the role following the information on the application site. Remember you'll need to upload your CV too. 

Telephone interview and online tests: BPP, our 3rd party partner, will be in touch to let you know if we are taking your application forward and to arrange your telephone interview, which will be around 30 minutes long. There may also be a couple of online verbal and numerical tests that take 10 minutes to complete. 

Video interview: After you have completed the telephone interview and online tests you will be sent a link for a one-way video interview with full instructions on what you need to do. You will be asked a question and given a small amount of preparation time before you answer and move onto the next one.  

Assessment Centre: At the assessment centre you will get to meet the managers of the team that you have applied for. They'll have a face to face interview with you asking you questions and giving you a chance to ask them questions. There will also be some team building activities and workshops during the day. Some roles may include extra role specific exercises that you will be told about prior to coming along to the day. 

Confirmation: We'll be in touch to let you know if you have been successful in getting an apprenticeship with us. If you have been successful you will then get information on your start date and we'll sort out the details.

Training and the future

The qualifications you will gain

Your apprenticeship will be delivered by a blend of virtual online lectures alongside internal training and on-the-job learning, this will lead to obtaining your Business Administration Level 3 qualification.    

Future Prospects

This is a fixed term contract for 15 months upon which the business may decide to retain, subject to performance, headcount and available funding. If recruited into a permanent role, the individual will follow the career progression applicable to that specific role/department. 

If you are interested in a career within Financial Services, the Partner Support Consultants role within PFP is a great opportunity to learn about the Advice process from the ground up. You will gain exposure to the role of an Adviser as well as understanding how all of the support functions in PFP and the wider Prudential structure fits together to provide our customers with a first class experience.

How to apply

You apply via the BPP website by filling in the application form, attaching your CV and answering the two mandatory questions asked of you. You usually hear back within 48 hours if your application has got you through to the next stage – the interviews.

Got a question?

If you have any queries about the programme please get in touch.

Email us