Financial Services Apprentice

Introduction

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

Number of Positions Available: 2

Training Provider: ZENITH TRAINING LIMITED