Independent Financial Adviser

Are you ready to kick-start your career in the financial services industry? Join Fairstone as an entry-level independent financial adviser.In this role, you’ll have the chance to work with existing clients while also reaching out to new ones. In addition support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.Job summaryProvide professional advice and solutions in accordance with FA regulations, adhering to Fairstone standards, processes, and procedures, providing the most suitable research for all clients.Generate new client opportunities through a combination of self-generated introductions, professional connections and Fairstone clients.Identify and provide new business opportunities across a broad range of financial planning needs, enabling clients to achieve their financial goals. Taking responsibility to maintain and expand client numbers, AUM, and revenue, through proactive and excellent service.ResponsibilitiesThe ideal personQualificationsGather, analyse, and document all information needed to provide financial advice in line with Fairstone standards.Research and analyse all suitable solutions available to meet the client’s needs.Keep client records up to date to be fully aware of client’s objectives/aims to make suitable recommendations.Maintain a high level of regular client contact, providing advice where required and ensuring a strong client service to complement the annual review service.Keeping up to date with changes that impact client’s financial situations, being able to interpret and provide appropriate guidance and advice.Apply direct to our recruitment team" * " indicates required fields
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Careers at FairstoneCultureThe Fairstone culture centres around respect, equality and collaboration with a strong family ethos to empower colleagues.Fairstone AcademyThe Academy is available to everyone within the business and encourages the development of skills and qualifications.We offer a diverse range of apprenticeship roles throughout various departments of the business.With strong links to a number of Universities we have a proven track record of coaching individuals to senior positions within the group.
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