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

The Role

The role involves supporting financial advisers with day to day administration tasks such as processing LoAs, client annual reviews and processing new business. You will be liaising with a range of contacts including providers, clients and advisers.

Key Responsibilities

The Ideal Person

Qualifications

 

  • Prepare annual review and meeting packs to assist the IFA/client meeting process.
  • Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process.
  • Composing Letters of Authority and chasing providers for relevant policy information.
  • General administration duties including filing, scanning, invoicing and post.

 

  • Ability to work in a fast-paced environment with strong organisational skills to plan and manage own workload and prioritise tasks as appropriate.
  • Ability to work on own initiative and achieve agreed outcomes without supervision.
  • Have Attention to detail and accuracy.
  • Be able to communicate effectively with colleagues and clients with excellent interpersonal skills both written and verbal with an aptitude to quickly build rapport.

 

  • C or above in Maths and English GCSE.
  • IFA background advantageous.

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.