Independent Financial Advisor

5 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Fairstone Group LtdHead of Recruitment @ Fairstone Group Ltd | CIPD AssociateEstablished 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.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 schemeDeath in service25 days annual leaveBirthday as an additional day offOpportunity to purchase additional holidaysEnhanced family friendly policiesCycle to work schemeFairstone 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 levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionReferrals increase your chances of interviewing at Fairstone Group Ltd by 2xSign in to set job alerts for “Financial Advisor” roles.Coventry, England, United Kingdom 1 week agoNottingham, England, United Kingdom 19 hours agoFinancial Advisor - Relocate to Saudi Arabia, Permanent Expat Family Relocation PackageLeicester, England, United Kingdom 2 weeks agoStrategic Finance Business Partners (five roles)Nottingham, England, United Kingdom 2 weeks agoCoventry, England, United Kingdom 1 week agoNottingham, England, United Kingdom 2 weeks agoEngland, United Kingdom $70,000.00-$100,000.00 2 weeks agoCoventry, England, United Kingdom 1 day agoNottingham, England, United Kingdom 4 months agoCoventry, England, United Kingdom 3 weeks agoDerby, England, United Kingdom 3 months agoLeicester, England, United Kingdom 2 weeks agoEast Midlands, England, United Kingdom 8 hours agoCoventry, England, United Kingdom 2 weeks agoWymondham, England, United Kingdom 3 weeks agoSenior Risk Partnering Consultant - Economic CrimeNottingham, England, United Kingdom 1 week agoWymondham, England, United Kingdom 3 weeks agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr