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IFA Sales Administrator

Fairstone Group LTD

Fairstone Group LTD

Sales & Business Development
Posted on Jul 31, 2025

Job Role

We are currently looking for a Wealth Administrator, to join a growing organisation who offer excellent opportunities to progress your career.

Responsibilities

  • Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
  • Processing Letters of Authority
  • Prepare annual review and meeting packs to assist the IFA/Client meeting process

Skills & Qualifications

  • Maths & English GCSE Grade C or above
  • Excellent attention to detail and accuracy
  • Ability to build relationships with key stakeholders
  • Excellent communication skills
  • Technically proficient
  • Ability to prioritise a varied workload

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

Equal Opportunities

Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.