Paraplanner

3 weeks ago


City Of London, United Kingdom Fairstone Group Ltd Full time

Fairstone Wealth Management Limited

· Committed to independence, our 80,000+ clients benefit from a full service, whole of market choice

· Head office in Newcastle, with over 1,000 advisers and staff across the UK and 42 regional hubs in many growth areas including Newcastle, Leicester and London

· Rated the UK’s number 1 Wealth Management firm on Trust Pilot with a 99% client approval rating


Paraplanner

A challenging role has developed within our Fairstone hub based in the City of London.


The role requires an individual to provide support to one of our financial advisers on a range of different client cases. This will include a range of client service and technical support to assist the financial adviser in their duties, report writing will be an essential part of the role. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.


Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role from Diploma level and beyond.


Salary and Benefits

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


Ideal candidate

Ability to build strong working relationships with both the financial advisers and the rest of the team. Previous experience of working within a similar role within a financial services business is essential.


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. Good IT skills including Office 365 and capable of meeting deadlines and being able to prioritise effectively.


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.


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