Financial Services Administrator Apprentice

FAIRSTONE GROUP LIMITED

Sunderland

On-site

GBP 12,000 - 16,000

Full time

7 days ago

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Job summary

Fairstone Group Limited is offering an apprenticeship in financial services administration based in Sunderland. You will learn all aspects of the business, assist in administrative tasks, and become a valued team member while supporting advisers and clients.

The program provides training with opportunities to progress to a full-time role and pursue further qualifications, including RO status, upon successful completion.

Qualifications

Essential - GCSE English
Essential - GCSE Maths

Responsibilities

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.

Skills

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

Education

GCSE English 4

GCSE Maths 4

Tools

MS Office

Job description

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