Fairstone Group Ltd
Independent Financial Advisor
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Company Description
Fairstone is a full-service wealth management firm focused on integration-led growth and emerging as a leader in the UK regulatory landscape. The company combines deep market knowledge, specialist expertise, and advanced technology to deliver high-quality outcomes for clients in a cost-effective way. With one of the UK’s largest Chartered Financial Planning businesses, Fairstone operates from 55 locations nationwide and serves 125,000 clients. Clients benefit from a wide range of personalized wealth management solutions and ongoing review processes, reflected in Fairstone’s position as the number one wealth management firm on Trustpilot. Its open-architecture proposition offers whole-of-market choice, flexible transparent fees, and no lower wealth limits, minimum fees, or exit penalties.
Role Description
This is a full-time, on-site role for an Independent Financial Advisor based in Swindon. The Independent Financial Advisor will:
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- Meet with clients to understand their financial goals
- Assess their current financial situation
- Develop tailored financial plans
- Provide advice on investments, retirement planning, tax-efficient strategies, and protection solutions
- Monitor portfolios and recommend adjustments in line with market conditions and client objectives
- Maintain accurate records
- Comply with regulatory and internal standards
- Work closely with support teams to ensure a smooth client experience
- Contribute to business development by nurturing existing relationships and identifying opportunities to expand the client base
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Qualifications
- Strong Financial Planning and Financial Advisory skills, with the ability to create comprehensive, client-focused plans.
- Solid knowledge of Finance and Investments, including risk profiling and portfolio construction.
- Experience in Retirement Planning, including pensions, drawdown strategies, and long-term income planning.
- Relevant professional qualifications (e.g., Level 4 Diploma in Regulated Financial Planning or equivalent); Chartered status or working towards it is an advantage.
- Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly and build long-term client relationships.
- Proven track record in a regulated advisory environment and strong understanding of UK financial services regulation and compliance.
- High level of integrity, professional judgment, and commitment to delivering client-centric outcomes.
- Ability to work effectively with internal teams, manage time and workload efficiently, and use financial planning and CRM technology tools.
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