Careers Fairstone.co.uk
Careers Fairstone.co.uk

The Role

Fairstone is recruiting for an administrator to provide support to the office and a team of advisers enabling them to provide financial advice and wealth management to clients.

You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management clients. You will work as part of a small team, dealing with multiple providers and collating data, processing and enabling client-centric reporting and documentation to be produced in a timely format.

Key responsibilities

The ideal person

Qualifications

 

  • Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers.
  • Dealing with clients both on the telephone and face to face.
  • Dealing with cases, creating reports to accurately articulate the advice provided.
  • Researching, creating compelling, accurate and professional reports for clients under supervision, learning to be competent at delivering to a high standard.

 

  • Good team player, adapatable, organised and excellent eye for detail.
  • Previous administration experience and ideally experience of report writing, experience of working in a professional office.
  • Previous IFA or financial services experience (specifically wealth management or insurance).

 

  • Good command of English, both written and spoken and Maths.
  • Good knowledge of Microsoft packages specifically Word and Excel.

Apply direct to our recruitment team

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Careers at Fairstone

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Culture

The Fairstone culture centres around respect, equality and collaboration with a strong family ethos to empower colleagues.

Fairstone Academy

The Academy is available to everyone within the business and encourages the development of skills and qualifications.

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Apprenticeships

We offer a diverse range of apprenticeship roles throughout various departments of the business.

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Graduate Scheme

With strong links to a number of Universities we have a proven track record of coaching individuals to senior positions within the group.