Paraplanner

2 weeks ago

London, United Kingdom Fairstone Group Ltd. Full time

Fairstone is recruiting for a paraplanner to begin working from our city office in London

Key responsibilities Skills and qualifications
  • Working in collaboration with the financial adviser and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records.
  • Research and analyse products and providers for clients, compiling suitability reports and annual reviews to meet client needs.
  • Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a client’s risk attitude and in line with Fairstone standards.
  • Reviewing both new contracts and alterations in product provider’s terms, identifying suitable solutions for product recommendations to financial advisers.
  • Ensuring that all research material is on file and that records are in line with Fairstone standards.
  • Maintaining Fairstone procedures for the ‘back office’.
  • Proactively identifying opportunities to enhance compliance and best practice for all submissions ensuring documentation is accurate.
  • Undertake annual review for existing clients, researching, analysing and making appropriate recommendations where applicable.
  • Dealing with clients both on the telephone and face to face.
Apply direct to our recruitment team

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Careers at Fairstone Culture

The Fairstone culture centres around respect, equality and collaboration with a strong family ethos to empower colleagues.

Fairstone Academy

The 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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