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.
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
What You’ll do at Work
- 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 mcompletion.
- 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
- An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
- 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.
Essential Qualifications
- GCSE English (Grade 4) Essential
- GCSE Maths(Grade 4) Essential
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
About the Company
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
Company Benefits
- 25 days’ holiday plus bank holidays
- Birthday off as additional leave
- Opportunity to purchase up to 5 days annual leave
- Auto enrolment pension scheme
- 4x Salary Death in Service
- Training and support towards industry recognised certifications
- Cycle to work scheme
- Eye Care Vouchers
