Client Customer Service Advisor – Client Partner

First Intuition

. Provide excellent account service to FI clients for exams-only and apprenticeship programmes .

Posted 10/7/2026full-timeReading • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing apprenticeship programmes and ensuring compliance with DFE funding regulations, Ofsted, and ESFA standards. Strong focus on delivering high-quality client service and continuous improvement in account management.

Highest-signal resume keywords

Client Service DeliveryApprenticeship Programme ManagementCompliance KnowledgeOrganisational SkillsSafeguarding Commitment

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Apprenticeship Standards KnowledgeContract ManagementProgress ReportingEligibility AssessmentAccountancy Sector Understanding

Soft Skills

Confident CommunicationProfessionalismOrganisational Skills

Certifications & Qualifications

DBS CheckEnhanced DBS Check

Industry Keywords

Ofsted RegulationsESFA RegulationsAATACCACIMAICAEW

About the role

Key responsibilities & impact

Provide excellent account service to FI clients for exams-only and apprenticeship programmes
Onboard learners onto apprenticeship programmes and ensure eligibility and suitability criteria meet DFE funding regulations
Plan programmes for new apprentices and commercial learners, tailored to learner and employer needs
Manage contractual arrangements through to delivery
Identify continuous service improvements and work with FI team members to deliver them
Follow up on new client leads and progress them through to delivery
Maintain student and client records, including course booking data, progress reporting, and study pathway changes
Provide quality service to employees/apprentices and employers

Requirements

What you’ll need

Experience of delivering high quality client service
Confident and professional
Ability to deliver key information to employers and their learners
Strong organisational skills
Up to date knowledge of apprenticeship standards
Sound knowledge of apprenticeship programmes and standards to ensure compliance with Ofsted and ESFA Regulations
Understanding of the accountancy sector/qualifications (AAT, ACCA, CIMA, ICAEW)
Successful candidates must complete a DBS check; some roles require an Enhanced check
Commitment to safeguarding and adherence to the Safeguarding and Prevent Policy

Benefits

Comp & perks

25 days annual leave (based on fulltime hours) PLUS bank holidays
3 FI Days per year
Hybrid working available, equipment provided for homeworking
Flexible-working positive employer with a range of family-friendly policies
Employee Assistance Programme: 24-hour confidential access to counselling and support services
Competitive Pension
Private Medical Insurance following probation
Training and development opportunities
Long term career prospects in a growing company
Employee perks including a range of discounts to suit your lifestyle
Full training provided