Closing Date: 
31 Jul 2018

Fairstone Financial Management Limited

  • Fairstone incorporates one of the largest Chartered Financial Planning firms in the UK
  • Fairstone is committed to independence and our clients benefit from a whole of market choice
  • Revenue run rate of £60M pa and positioned for continued growth
  • Head office in Newcastle, with over 300 advisers across the UK and 51 regional hubs in many growth areas including Edinburgh, Leeds, London and Bristol

Independent Financial Adviser

A role has arisen within Fairstone to service and grow an existing HNW client base in the City of London area.  This is an opportunity for a responsible, self-motivated, well organised adviser to service an existing client base and develop new opportunities.

The Role

  • Strong knowledge of all financial products including; both pension and investments and a clear grasp of protection products.
  • Servicing an existing loyal client base across a broad range of financial products in all financial sectors
  • Creating new business opportunities across a broad range of financial products in all financial sectors

Responsibilities include

  • Maintain regular client contact providing assistance when required and ensuring a strong client service
  • Excellent communication and entrepreneurial skills required, being able to communicate across a wide range of client profile
  • Strong focus on growth and intergenerational planning

Profile of Client base

  • £30m of AUM generating £150,000 of ongoing client agreed remuneration
  • Strong pension, tax planning and investment focus

Ideal candidate

You will have the ability to build upon existing strong client relationships. 

It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.  You must be happy to work on your own and as part of a team and have excellent time management skills.

You must be a minimum of level 4 diploma qualified, with the preference either at Chartered or working towards Chartered status.

This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career.  Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.

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