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

The Role

The successful candidate will provide comprehensive paraplanning and administrative support to enable advisers to be effective and efficient at delivering the service expectations to wealth management clients. The role will involve working as part of a small team, dealing with multiple providers and collating data, processing and enabling client-centric reporting and documentation to be produced in a timely format.

As part of the role you will be working from either our Wakefield or Darlington office.

 

Key Responsibilities

The Ideal Person

Qualifications

 

  • Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers.
  • Analysing the data, researching, and building recommendations.
  • Dealing with clients both on the telephone and face to face.
  • Dealing with complex cases, creating reports to accurately articulate the advice provided.
  • Researching, creating compelling, accurate and professional reports for clients.

 

  • Good team player, adaptable, organised, and excellent eye for detail.
  • Previous administration experience and ideally experience of report writing, paraplanning experience of working in a professional office.
  • Previous IFA or financial services experience (specifically wealth management or insurance).

 

  • Good command of English, both written and spoken and Maths.
  • Good knowledge of Microsoft packages specifically Word and Excel.
  • Ideally QCFL 4 or good progression towards.

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.