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

The role

This is an exciting opportunity for a paraplanner to work in our Wendover office.

Our fast growing business offers potential for career progression and this role includes conducting research and analysis of fund and investment performance and the compilation of annual review and new business recommendation report, to assist the advisers within the team.

Progression towards professional exams is expected.

Key responsibilities

The ideal person

Qualifications

 

  • Research, analyse and draft recommendation reports including for pension switches and DB transfers.
  • Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
  • Prepare, research and produce annual reviews, including for Drawdown Pensions.
  • Review the client’s investment portfolio, performance, asset allocation, risk profile etc and measure against Fairstone’s current risk criteria – Defaqto.
  • Fully understand the Fairstone compliance procedures.

 

  • Ability to build strong working relationships with both the advisers, clients and the rest of the team.
  • Previous experience of working within a similar role within a financial services business is essential; You should possess strong communication skills, be proactive and have a high attention for detail.
  • You must be happy to work on your own and as part of a team and have excellent time management skills.
  • Good IT skills including Office 365 are essential and you should be able to meet deadlines and prioritise effectively.
  • You should have a good telephone manner and good report writing skills.

 

  • Financial Background essential.
  • Diploma in Regulated Financial Planning (Level 4) desirable.

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.

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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.