The role

To provide general administrative support to the existing financial planning administration team.

Key responsibilities

The ideal person



  • Liaise with providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process.
  • Prepare paperwork for client meetings and annual reviews.
  • Maintain client files and enter details onto back-office database in line with Fairstone standards.
  • Liaise with clients to book in meetings.


  • Have a desire to begin a career within the financial management industry.
  • Have a willingness to learn.
  • Self-motivated.
  • Good communicator.
  • Good IT skills.
  • Punctual.


  • GCSE Grade 5 / C in Maths and English desired.

Apply direct to our recruitment team

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