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Financial Services Apprentice

Fairstone Group Limited · Doxford International Business Park · posted 22 July 2026

Wage
£15,600 a year
Hours
37.5 hours a week
Duration
1 Year
Level
Advanced (Level 3)
Standard
Financial services administrator (level 3)
Starts
17 August 2026
Closing date
11 August 2026
Positions
2

Apply on the official government service →No Apprentice League account needed — we never gate applications.

  • 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.

Your 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.

Where it leads

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.

About Fairstone Group Limited

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.

Skills they're looking for

Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skillsProblem solving skillsAdministrative skillsNumber skillsAnalytical skillsLogicalTeam workingInitiative

Entry requirements

  • GCSE English (grade 4) — essential
  • GCSE Maths (grade 4) — essential

Where you'll work

  • 8 Camberwell Way, Doxford International Business Park, Sunderland, SR3 3XN

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