Financial Services Apprentice

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:
This is a fully work-based programme. You will get allocated time to complete your apprenticeship work and also receive regular meetings with your training provider.

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.

Employer Description:

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.

Working Hours :
Monday - Thursday 9am - 5.30pm and Friday 9am - 3pm

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