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

The role

In the role of graduate trainee financial adviser you will be part of our growing remote advisory team. The purpose of the role is to support the advisory team to provide positive client outcomes.

Full training will be provided.

Key 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 advice process.
  • Ensure client investment changes are processed in line with advice standards.
  • Maintain client communication post advice completion
  • Ensure client annual reviews 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.

 

  • Must be degree qualified (or equivalent) preferably in a related subject.

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.

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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

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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.