Fairstone→
Independent Financial Adviser - Edinburgh at Fairstone in Scotland, GB
Skills
Job Description
Job Role
Established 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.
Responsibilities
This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career.
Responsibilities Include:
You must be “entrepreneurially spirited” and be able to grow and develop a portfolio of clients with our support, keeping client records updated to understand their objectives and make suitable recommendations.
Giving on-going Advice to clients that meets with all regulatory requirements. 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.
Generating new business via referrals and external professional connections.
Working as part of a team to ensure high standards, values and culture of the business are always upheld.
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.
Skills and Qualifications
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.
Benefits
- Company pension
- Death in Service
- 25 days annual leave increasing to 30 days with length of service
- Flexible Benefits
- Access to an Electric Vehicle Scheme (Subject to Scheme rules)
- Market leading enhanced family friendly policies
- Option to purchase additional holidays
- Cycle to work scheme
Equality Statement
Fairstone 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.