Months 1 to 6
You will support client onboarding, prepare review packs and learn how our back office systems operate.
The Fairstone Adviser Academy is a structured 24 month, full-time training programme that blends hands on experience with formal qualification and professional development.
You will work across core business areas of financial planning while building the technical, ethical and behavioural skills needed to become a trusted adviser. Alongside your day to day role, you will study towards your fully funded CII Level 4 qualification, supported by dedicated study time, learning resources and regular mentoring.
By the end of the programme, successful graduates are fully qualified and ready to progress into a Financial Adviser position within Fairstone.
You do not need experience in financial services to apply. We’re looking for graduates who are:
Curious, ambitious and motivated to build a professional career
Strong communicators, both written and verbal
Confident working with detail and deadlines
Resilient, adaptable and professional in approach
Interested in helping clients make confident financial decisions
To apply for the Fairstone Adviser Academy, you must have:
GCSEs in Maths and English at grade C/4 or above
The right to work in the UK
A full UK driving licence by the end of the programme
Willingness to travel when required
Commitment to complete the CII Level 4 Diploma
DBS clearance prior to appointment
You will support client onboarding, prepare review packs and learn how our back office systems operate.
You will assist with supervised client reviews and correspondence, learning how to apply Consumer Duty in practice.
You will begin supporting research, technical analysis and suitability report preparation.
You will shadow Financial Advisers, attend client meetings and gain experience of the digital advice process.
To apply for the Fairstone Adviser Academy, you must complete the application form. You can download the form using the link below and return your completed application to:
academyrecruitment@fairstone.co.uk
| Download application form |