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

The role

A brilliant paraplanning opportunity to join our existing team. You will provide support to financial advisers and their clients by helping to create, prepare and review a clients financial plan, in the form of a recommendation report. As part of a team you will work in conjunction with colleagues to assist the business in achieving its goals.

Key responsibilities

The ideal person

Qualifications

 

  • Work closely with the financial adviser.
  • Analyse client information within a fact find.
  • Extract and apply client existing plan information from various sources.
  • Conduct appropriate research.
  • Apply technical knowledge and compose a recommendation report.
  • Use of software to support the recommendation.

 

 

  • Experienced paraplanner – ideally with 2 years + in the role of actual report writing.
  • Able to ‘problem solve’ and formulate solutions.
  • Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles.
  • Attention to detail, with excellent written and verbal communication skills.

 

  • Level 4 Diploma or working towards this.

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.