At a Glance
- Tasks: Assist Financial Advisers with key financial admin tasks and learn about financial products.
- Company: Join Fairstone, a top-rated wealth management firm focused on client success.
- Benefits: Gain valuable experience, career progression, and potential full-time role after apprenticeship.
- Other info: Dynamic team environment with excellent training and development opportunities.
- Why this job: Kickstart your career in finance while making a real impact on clients' financial journeys.
- Qualifications: GCSEs in English and Maths at grade 4 or above required.
The predicted salary is between 31500 - 38500 £ per year.
Working collaboratively with Financial Advisers and other colleagues, you will assist in key financial administrative tasks. You will learn all aspects of the business and become a valued member of the team.
About the Employer
Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey. Incorporating one of the UK’s largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services. Our clients are at the centre of everything we do and thanks to them we are one of the most trusted wealth management firms on Trustpilot.
What You'll Do
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products.
- Prepare annual review and meeting packs to assist the IFA/Client meeting process.
- Provide assistance and updates to the client where required including documentation being returned and processed.
- Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process.
- Progress mortgage, protection, pension, and investment business through to completion.
- General Administration duties including filing, scanning, invoicing and post.
- Answering calls promptly and in a professional manner.
- Preparing client valuations and updating policy data.
Training Outcome
There is the opportunity to secure a full-time position upon successful completion of the apprenticeship for the right candidate. Fairstone is committed to developing its employees and offers excellent career progression opportunities across a variety of departments. Upon progressing into a full-time role, candidates will also have the opportunity to work towards their R0 qualifications, further supporting their professional development and long-term career prospects within the business.
Skills Required
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
Qualifications
- Essential - GCSE - English - 4
- Essential - GCSE - Maths - 4
Course Information
- Course: Financial services administrator (level 3)
- Level: 3
- Route: Legal, finance and accounting
- Apprenticeship Level: Advanced
Working Arrangements
- Working Week: Monday - Thursday 9am - 5.30pm and Friday 9am - 3pm
- Expected Duration: 1 Year
- Training Provider: ZENITH TRAINING LIMITED
Financial Services Administrator Apprentice in Sunderland employer: FAIRSTONE GROUP LIMITED
Fairstone Group Limited is an exceptional employer that prioritises the growth and development of its employees, offering a comprehensive apprenticeship programme in Financial Services. With a supportive work culture and a clear pathway to full-time roles and professional qualifications, apprentices can expect meaningful mentorship and hands-on experience in wealth management. Located in a dynamic environment, Fairstone fosters a collaborative atmosphere where every team member's contribution is valued, making it an ideal place for aspiring financial professionals.
