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

The Role

Are you ready to kick-start your career in the financial services industry? Join Fairstone as an entry-level independent financial adviser.

In this role, you’ll have the chance to work with existing clients while also reaching out to new ones. In addition support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.

Job summary

  • Provide professional advice and solutions in accordance with FCA regulations, adhering to Fairstone standards, processes, and procedures, providing the most suitable research for all clients.
  • Generate new client opportunities through a combination of self-generated introductions, professional connections and Fairstone clients.
  • Identify and provide new business opportunities across a broad range of financial planning needs, enabling clients to achieve their financial goals. Taking responsibility to maintain and expand client numbers, AUM, and revenue, through proactive and excellent service.

 

Responsibilities

The ideal person

Qualifications

 

  • Gather, analyse, and document all information needed to provide financial advice in line with Fairstone standards.
  • Research and analyse all suitable solutions available to meet the client’s needs.
  • Keep client records up to date to be fully aware of client’s objectives/aims to make suitable recommendations.
  • Maintain a high level of regular client contact, providing advice where required and ensuring a strong client service to complement the annual review service.
  • Keeping up to date with changes that impact client’s financial situations, being able to interpret and provide appropriate guidance and advice.

 

  • Relevant and recent experience of working within a similar role within financial services.
  • Be both servicing and growth-focused to take over clients, build upon existing strong client relationships and develop new business opportunities.
  • Strong organisational and time management skills as well as a high attention to detail.
  • High levels of commercial awareness.
  • Ability to explain complex information simply and clearly.
  • Strong knowledge of all financial planning with a specific focus on holistic financial planning.

 

  • Achievement and maintenance of CAS and be a minimum of level 4 diploma qualified (desired Chartered status or working towards).
  • Relevant and recent experience of working within a similar role within financial services.

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.

Man in audience clapping

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.