The Role

An excellent opportunity has arisen for an administrator to join our team in our Chichester or Fleet office .

The role requires an individual to provide support to one or more financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.

Responsibilities

The ideal person

Qualifications

 

  • Data entry of clients onto back office system.
  • Completing client annual reviews.
  • Maintaining clients file.
  • Dealing with letter of authorities.
  • Processing applications.

 

  • Good team player.
  • Adaptable, organised and excellent eye for detail.
  • Previous administration experience and experience of working in a professional office preferred though not essential.

 

If wanted, support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.

Apply direct to our recruitment team

"*" indicates required fields

Max. file size: 64 MB.
Please upload a copy of your CV, this will be passed onto the HR team.

Careers at Fairstone

Fairstone employee sits and smiles whilst attending Fairstone annual conference

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.

Three apprentices from Fairstone stand in front of Newcastle's Tyne Bridge

Apprenticeships

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

Three students pose in graduation gowns and hats

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.