Independent Financial Adviser
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Company Description
Fairstone is a full-service wealth management house and a leader in the UK regulatory landscape. We combine market knowledge, specialist expertise, and the latest technology to produce high-quality outcomes for our clients. Operating across 55 locations nationwide, we are one of the fastest-growing financial services organisations in the UK. With 125,000 clients, we provide a wide range of personalised wealth management solutions and have 98% client retention rates. Our open-architecture proposition offers whole-market choice, flexible and transparent fees, and no exit penalties.
Role Description
This is a full-time role for an Independent Financial Adviser located in London. The Adviser will be responsible developing a portfolio of clients. Providing financial advisory services, creating financial plans, and offering investment and retirement planning advice. The role involves meeting with clients to assess their financial needs, developing tailored financial strategies, and conducting ongoing reviews to ensure clients meet their financial goals.
Qualifications
- Financial Planning and Retirement Planning skills
- Strong business acumen and development ability.
- Strong Financial Advisory skills
- Ability to work independently and provide personalized client solutions
- Excellent written and verbal communication skills
- Experience in using financial planning software and technology
- Chartered Financial Planner designation is a plus
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