The role

The job includes client contact to arrange annual review meetings, liaison with product providers and general office administration. Day to day tasks will include, data entry, report packaging and working with other colleagues to maintain excellent client services and contact. Successful candidate will work towards Level 4 qualifications with supported study program.

Key responsibilities

The ideal person

Qualifications

 

  • Annual review coordination for 4 IFAs.
  • Provider liaisons to gather relevant information.
  • Packaging and communication of annual valuation reports with follow up actions as needed.
  • On site hosting of clients via meet and greet.

 

  • College leaver

 

  • None Required – Trainee will commit to working towards Level 4 qualifications

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.