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

The role

Fairstone is recruiting for a paraplanner to begin working from our city office in London

Key responsibilities

Skills and qualifications

 

  • Working in collaboration with the financial adviser and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records.
  • Research and analyse products and providers for clients, compiling suitability reports and annual reviews to meet client needs.
  • Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a client’s risk attitude and in line with Fairstone standards.
  • Reviewing both new contracts and alterations in product provider’s terms, identifying suitable solutions for product recommendations to financial advisers.
  • Ensuring that all research material is on file and that records are in line with Fairstone standards.
  • Maintaining Fairstone procedures for the ‘back office’.
  • Proactively identifying opportunities to enhance compliance and best practice for all submissions ensuring documentation is accurate.
  • Undertake annual review for existing clients, researching, analysing and making appropriate recommendations where applicable.
  • Dealing with clients both on the telephone and face to face.

 

  • Experienced paraplanner – ideally with 2 years + in the role of actual report writing.
  • Able to ‘problem solve’ and formulate solutions.
  • Level 4 Diploma or working towards.
  • 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.
  • Strong professional interpersonal skills, in dealing with both IFA’s, colleagues and clients, with the aptitude to quickly build rapport.
  • Fully competent with MS Office, with expert Excel knowledge an advantage. Ideal candidates will also be familiar with industry-specific applications.
  • Ability to work on own initiative with strong organisational skills to plan and manage own workload and prioritise tasks as appropriate.

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.