Independent Financial Advisor
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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. We are currently responsible for £21bn of Client assets.
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 an Independent Financial Adviser in our Dundee 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 will be required to deliver high-quality, client-centric financial planning while building a sustainable and referral driven business.
Develop trusted professional introducers and leverage both in-person and digital networking to create steady, scalable growth. Build long-term relationships based on trust, education, and measurable value. Gather, analyse, and document all information needed to provide financial advice in line with Fairstone standards.
Maintain a high level of regular client contact, providing advice where required and ensuring a strong client service to complement the annual review service.
Keeping up to date with changes that impact client’s financial situations, being able to interpret and provide appropriate guidance and advice.
Skills and attributes:
Studying towards an Advanced diploma in Financial Planning
Proficiency in delivering presentations
Knowledge of financial markets and products
Ability to identify the specific needs and requirements of a client
Able to develop strategic relationships within the industry
Be proactive and demonstrate initiative.
Benefits:
Company pension scheme
Death in service
25 days annual leave
Flexible Benefits
Birthday as an additional day off
Opportunity to purchase additional holidays
Enhanced family friendly policies
Cycle to work scheme
STRICTLY NO AGENCIES
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.