Client Support Level 3 Apprentice at Barnett Waddingham

Programme Type:
Apprenticeship - Advanced Level (Level 3)
2nd February 2020
Role May Involve:
Accounting & Finance

Connect with Barnett Waddingham

Client Support Level 3 Apprentice

Every day is an exciting new challenge in a Client Support role, whether you are on the phone dealing with enquiries, checking insurers’ accounts, sending invoices or drafting a report. You will work in a fun but professional team with a fantastic ethos, who are always willing to help each other out.

We are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Each individual delivers on our shared values and our commitment to ensuring the highest levels of trust, integrity and quality.

We aim to continue our growth by recruiting talented and committed individuals that have the desire to learn and develop. We strive to employ staff who share our values and can bring special skills - enhancing the service that we provide to our clients.

Workplace Health and Wealth (WHW) has grown considerably and provides ongoing consultancy services to over 200 clients.

The Client Support role in the WHW team provides assistance to line managers, health and wealth consultants and client relationship managers (CRMs).

Client Support functions within WHW may work on requests relating to defined contribution pension arrangements, health and protection policies and flexible benefit platforms – broadly all issues relating to workplace benefits.

Responsibilities and Duties Included:

  • Contacting clients and providers by telephone, email and letter
  • Collating information from providers and clients for reports
  • Checking insurer’s accounts and issuing annual financial statements to clients
  • Administration relating to a wide and varying range of health and protection policies
  • Handling the administration and data which sits behind our client’s flexible benefits (via our Me2 Wealth and Choices platform)
  • Drafting service schedules, deadlines and remuneration with clients
  • Delivering agreed services in accordance with agreed time schedules and budget with each allocated client
  • Preparing invoices for issuing to clients
  • Maintaining records in accordance with internal guidelines and procedures;
  • Keeping client files compliant
  • Answering relevant calls that come in from various WHW helplines
  • Keeping all WHW databases up to date
  • Support, implement and maintain Information Security procedures and activities in accordance with Barnett Waddingham’s Information Security Policy

The above is intended to describe the general nature and responsibilities of the role and is not intended to be an exhaustive list of all duties or responsibilities of employees in this role.

Professional Qualifications

You will study for professional qualifications through the Chartered Institute of Insurance. The qualifications to be studied for are the Financial Services Administrator Level 3.


As part of your apprenticeship you are required to attend and undertake training both internally at Barnett Waddingham and run by our appointed Training Provider, Babington. We will release you from your duties to attend such training as is reasonably required to support you to complete your apprenticeship.

Training and study time will at least make up the required off the job learning which makes up 20% of an apprentice’s employed time. Off the job learning is defined as learning which is undertaken outside of the normal day-to-day working environment and leads towards the achievement of an apprenticeship. This can include training that is delivered at the apprentice’s normal place of work but must not be delivered as part of their normal working duties.

Off the job training must teach new knowledge, skills and/or behaviours that will contribute to the successful achievement of an apprenticeship.

Desired Skills


How you conduct yourself at work; aspects include; your personal credibility; your personal approach to change; how you demonstrate commitment and enthusiasm and your approach to communication.

Delivering Results and Continuous Improvement:

How you undertake the detail of the job; aspects include; your problem solving skills; your analytical skills, your ability to planning and organise work, your work approach to continuous improvement/ innovation and the clarity and efficiency of communication.

Working with Clients:

How you work with internal and external clients; aspects include; how you work with, manage and support your clients; how you demonstrate excellent client service; how you develop business; how you demonstrate commercial awareness and how you communicate with clients.

Team Work & Leadership:

How you support others effectively; aspects include: how you work within your team; how you lead, support and guide colleagues and how you communicate with each other to achieve .successful outcomes.

Entry Requirements

Five GCSE’s or equivalent at level C/4 or above, including Mathematics and English.

Values at Barnett Waddingham

Our values are important to us and we want them to be important to you too: Principled, Quality, Partnership and Respect.

About Barnett Waddingham

Founded in 1989, Barnett Waddingham has grown to become the UK’s largest independent professional services consultancy at the forefront of risk, pensions, investment and insurance. From small beginnings, our total headcount is now over 1,200 (including 73 partners and 146 principals or associates) – with offices in eight locations around the UK. We act for a wide range of clients, large and small, in both the private and public sectors including 15% of FTSE 350 firms with a DB scheme and close to 20% of FTSE 100 firms.

At Barnett Waddingham, we’re all about 'doing the right thing' and we treat each other fairly, with honesty, empathy and respect at all times. The future success of Barnett Waddingham depends upon our people. We encourage individuals to work collaboratively, share ideas and learn from each other – working together to achieve our common goals.

How to apply

To apply for this role and to find out more, please click on the apply button.

Get personalised jobs straight to your inbox

Save time job hunting - get tailored job opportunities sent straight to you!

Recruiting? See how we can help you