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

The Role

Fairstone is recruiting for a financial administrator to join our growing remote advisory team based from our Head office in the North East.

The purpose of the role is to support the advisory team to provide positive client outcomes.
Aspirations to become an financial adviser? Join our academy and be supported through the initial level 4 Dimploma in Regulated Financial Planning.

Responsibilities

The ideal person

Qualifications

 

  • Initial client engagement and diary management for the advisory team.
  • Responsible for issuing letters of authority and obtaining policy information to aid the advice process.
  • Ensure client investment changes are processed in line with advice standards.
  • Maintain client communication post-advice completion.
  • Ensure client annual review packs are distributed within required timeframes.
  • Ensure back-office systems are up to date.

 

  • The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
  • The individual should have an appreciation, and preferably experience, of offering high quality service to consumers and should be prepared to commit to a comprehensive schedule of CPD to further support this.
  • Whilst Fairstone will support the successful applicant through to Chartered status both practically and financially, the individual will need to be prepared to study outside of working hours and apply themselves to our proven progression plan.

 

  • Preferably degree qualified (or equivalent) preferably in a related subject and or experience in a similar role.

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.

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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.