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- Tasks: Help clients with financial advice and grow your own portfolio.
- Company: Join Fairstone, one of the UK's largest Chartered Financial Planning Firms.
- Benefits: Enjoy flexible work options, a company pension, and 25 days annual leave.
- Why this job: Be part of a supportive team focused on exceptional client outcomes and career growth.
- Qualifications: A willingness to study for advanced qualifications and knowledge of financial markets is essential.
- Other info: Fairstone values diversity and offers enhanced family-friendly policies.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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Head of Recruitment @ Fairstone Group Ltd | CIPD Associate
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 ÂŁ2.5 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 in our Leicestershire Hub office.
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 Include:
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.
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
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.
Seniority level
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Mid-Senior level
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Full-time
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Independent Financial Advisor employer: Fairstone Group Ltd
Contact Detail:
Fairstone Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and company culture at Fairstone.
✨Tip Number 2
Familiarise yourself with Fairstone's services and client satisfaction ratings. Understanding their approach to client relationships and the specific financial products they offer will help you demonstrate your alignment with their values during discussions.
✨Tip Number 3
Prepare to discuss your entrepreneurial spirit and how you've successfully built client relationships in the past. Be ready to share examples of how you've identified client needs and provided tailored financial solutions.
✨Tip Number 4
Stay updated on current trends in the financial markets and any regulatory changes that may impact clients. Showing your proactive approach to continuous learning will resonate well with Fairstone's commitment to quality and exceptional client outcomes.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and skills required for the Independent Financial Advisor position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience in financial advising, client management, and any qualifications you hold. Use bullet points for clarity and ensure it is well-structured and easy to read.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific reasons why you want to work at Fairstone Group Ltd and how you can contribute to their mission of delivering exceptional client outcomes.
Highlight Continuous Learning: Since the role requires a willingness to study for advanced qualifications, mention any ongoing education or professional development you are pursuing. This shows your commitment to growth and aligns with the company's values.
How to prepare for a job interview at Fairstone Group Ltd
✨Research Fairstone Group Ltd
Before your interview, take the time to understand Fairstone's values, services, and recent achievements. Knowing their commitment to client satisfaction and their 5-star rating will help you align your answers with their goals.
✨Demonstrate Your Entrepreneurial Spirit
As an Independent Financial Advisor, showcasing your ability to grow and develop a portfolio of clients is crucial. Prepare examples from your past experiences where you've successfully built client relationships or identified new business opportunities.
✨Showcase Your Knowledge of Financial Markets
Be ready to discuss current trends in financial markets and how they impact client decisions. This demonstrates your expertise and shows that you are proactive in staying informed about changes that could affect clients' financial situations.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to tailor financial advice to individual client needs. Practise articulating how you would gather and analyse information to provide suitable recommendations.
