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

The role

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

Key responsibilities

The ideal person

Qualifications

 

  • 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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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.

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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.