Financial Services Apprentice
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Company: FAIRSTONE GROUP LIMITED
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Location: Sunderland, SR3 3XN
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Type: Apprenticeship
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Salary: Apprenticeship Minimum Wage
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Sector: Legal, finance and accounting
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Ref: NAS-2000044034
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Application Deadline Date: 11/08/2026
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Start Date: 17/08/2026
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Positions Available: 2
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Working Week: Monday - Thursday 9am - 5.30pm and Friday 9am - 3pm
Brief Description
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.
Training to be Provided
- 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.
Future Prospects
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.
Vacancy Detail
- 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.