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Financial Planning Specialist

1 month ago

Nottingham, Nottingham, United Kingdom Fairstone Group Ltd. Full time

Career Opportunity in Financial Services

Are you looking to launch your career in the financial services industry? Fairstone Group Ltd. is seeking a motivated and ambitious individual to join our team as an entry-level independent financial adviser.

Responsibilities:

* Identify and pursue new business opportunities across a range of financial planning needs, enabling clients to achieve their financial goals.
* Gather, analyze, and document all necessary information to provide financial advice in line with Fairstone standards.
* Maintain regular client contact, providing advice and ensuring a strong client service to complement the annual review process.
* Stay up-to-date with changes impacting clients' financial situations, interpreting and providing guidance and advice.

The Ideal Candidate:

We are looking for a motivated individual who is eager to learn and grow within the financial services industry. Relevant financial qualifications or a willingness to pursue them is preferred.

Apply Direct to Our Recruitment Team

To apply, please fill out the required fields below: Name, Email Address, Phone, and attach your file (max. 64 MB).

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