At a Glance
- 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 a competitive pension scheme, flexible benefits, and up to 30 days annual leave.
- Other info: Flexible employment models to suit your lifestyle and support for professional development.
- Why this job: Be part of a dynamic team with exceptional client satisfaction and career progression opportunities.
- Qualifications: Eager to study for advanced qualifications and passionate about financial markets.
The predicted salary is between 50000 - 70000 £ 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.
This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career. Responsibilities Include:
- You must be “entrepreneurially spirited” and be able to grow and develop a portfolio of clients with our support, keeping client records updated to understand their objectives and make suitable recommendations.
- Giving on-going Advice to clients that meets with all regulatory requirements.
- 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.
- Generating new business via referrals and external professional connections.
- Working as part of a team to ensure high standards, values and culture of the business are always upheld.
- 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.
Skills & 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 increasing to 30 days with length of service
- Flexible Benefits
- Market leading enhanced family friendly policies
- Cycle to work scheme
Equality Statement: 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 Adviser - Leicester employer: Fairstone Group
Fairstone is an exceptional employer, offering a dynamic work environment in Leicester where independent financial advisers can thrive. With a strong commitment to employee growth, we provide extensive support for professional development and flexible employment models tailored to individual needs. Our culture prioritises collaboration and high standards, ensuring that you are part of a team dedicated to delivering outstanding client outcomes while enjoying generous benefits such as a competitive pension scheme and increased annual leave with service.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser - Leicester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fairstone Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Adviser - Leicester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fairstone Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fairstone Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fairstone Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fairstone Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fairstone Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fairstone Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
