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Responsibilities

• Review planning: The scheduling, planning and organising client reviews with the financial planner.
• Meeting preparation: Preparing all pre-meeting requirements such as portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc.
• Post-meeting administration: Preparing, writing and producing client reports.
• Implementing advice actions: For instance, fund switches and new business.
• General office administration: Client servicing support as required.

The ideal person

• Able to work within defined business processes
• Prioritise and plan own workload
• Have attention to detail and accuracy
• Be able to communicate effectively with colleagues and clients
• Excellent interpersonal skills, both written and verbal
• Ability to focus and prioritise effectively

Qualifications

• Ideally at least 2 years experience as an administrator in the financial/wealth planning sector

Salary and Benefits

• Compensation dependent on skills and experience
• 25 days annual leave
• Auto enrolment Pension
• Training and support towards industry recognised certification
• Death in Service
• Cycle to work scheme

Equal Opportunities Statement

It is against our Equality, Diversity and Inclusion policy to discriminate either directly or indirectly during the recruitment and onboarding process, in line with the protected characteristics in the Equality Act 2010. Fairstone is a fair and inclusive place to work and we strive to uphold these working practices during recruitment and selection.