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

The Role

The role involves providing administrative support to the office and a team of advisers.

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 complex cases, creating reports to accurately articulate the advice provided.
  • Researching, creating compelling, accurate and professional reports for client.

 

  • 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.