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- Tasks: Grow and manage a portfolio of clients while providing tailored financial advice.
- Company: Join Fairstone, one of the UK's largest Chartered Financial Planning Firms.
- Benefits: Enjoy 25 days annual leave, a company pension, and flexible working options.
- Why this job: Be part of a growing team with excellent career progression opportunities.
- Qualifications: Eager to study for advanced qualifications and passionate about finance.
- Other info: Dynamic work environment with a commitment to equal opportunity.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Established in 2008, Fairstone are one of the UK’s largest Chartered Financial Planning Firms. We offer our clients independent whole of market advice with unrestricted choice while delivering intelligent solutions. Our clients benefit from a full service offering which includes retirement planning as well as wealth, protection and investment management. Our annual mortgage lending amounts to £2.5 billion. As a business we are committed to quality and delivering exceptional client outcomes, which has resulted in Fairstone continuing to carry a Defaqto 5-star rating for our core managed investment portfolios. In addition, our client satisfaction rating of 98% makes us the stand-out wealth management business in the industry.
We are actively looking to recruit a number of Independent Financial Advisers for our newly opening Cardiff office in February 2026. This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career. Support for future development will be keenly provided to enable the successful applicant to further their knowledge and ability in the role. With flexible employment models, we can structure the right model to suit your needs.
Responsibilities
- You must be “entrepreneurially spirited” and be able to grow and develop a portfolio of clients with our support.
- Research and analyse all suitable solutions to meet the client’s needs.
- Gather, analyse, and document all information needed to provide financial advice according to Fairstone standards.
- Keep client records updated to understand their objectives and make suitable recommendations.
- Maintain regular contact with clients.
- Provide advice when needed and ensure strong service to support the annual review process.
- Stay informed about changes that affect clients' financial situations.
Skills and attributes
- Willing to study Advanced qualifications and keen to progress to Chartered status.
- Skilled in delivering presentations.
- Knowledgeable about financial markets and products.
- Able to identify the specific needs and requirements of clients.
- Capable of developing strategic relationships within the industry.
- Proactive and able to demonstrate initiative.
Benefits
- Company pension scheme
- Death in service
- 25 days annual leave
- Birthday as an additional day off
- Opportunity to purchase additional holidays
- Enhanced family friendly policies
- Cycle to work scheme
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Consulting
Equal Opportunity: Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination based on age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
Independent Financial Advisors in Cardiff employer: Fairstone Group Ltd
Contact Detail:
Fairstone Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisors in Cardiff
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! Prepare a portfolio that highlights your achievements and client success stories. When you get the chance to chat with recruiters or during interviews, use this to demonstrate how you can add value to Fairstone and their clients.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to appear. Reach out directly to Fairstone through our website and express your interest in becoming an Independent Financial Adviser. A little initiative can go a long way in making a great first impression.
✨Tip Number 4
Stay informed! Keep up with the latest trends in financial markets and products. This knowledge will not only help you in interviews but also show that you’re genuinely passionate about the field and ready to provide top-notch advice to clients.
We think you need these skills to ace Independent Financial Advisors in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with what we're looking for. Highlight your entrepreneurial spirit and any relevant qualifications, as these are key to standing out in our recruitment process.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Knowledge: We love candidates who stay informed about the financial markets. Mention any recent trends or changes you've noticed and how they could impact clients. This shows us you're proactive and engaged in the industry.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep track of your application!
How to prepare for a job interview at Fairstone Group Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial markets and products. Fairstone is looking for Independent Financial Advisors who can provide intelligent solutions, so be ready to discuss your understanding of various financial strategies and how they can benefit clients.
✨Show Your Entrepreneurial Spirit
Since the role requires an 'entrepreneurially spirited' mindset, think about examples from your past where you've successfully grown a client portfolio or developed strategic relationships. Be prepared to share these stories during your interview to demonstrate your proactive approach.
✨Prepare for Client Scenarios
Anticipate questions that may involve real-life client scenarios. Practice how you would gather and analyse information to provide tailored financial advice. This will show your ability to meet client needs according to Fairstone's high standards.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that reflect your interest in the company and the role. Inquire about their support for professional development or how they maintain their impressive client satisfaction rating. This shows you're genuinely interested in contributing to their success.
