Independent Financial Advisors
Listed on 2026-02-16
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Finance & Banking
Financial Consultant
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.
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 for 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 must be “entrepreneurially spirited” and be able to build relationships internally and externally within the Group.
- 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.
- Keep client records updated to understand their objectives and make suitable recommendations. Maintain regular contact with clients.
- Provide advice when needed and ensure strong service to support the annual review process.
- Stay informed about changes that affect clients' financial situations.
- Minimum CII Level 4 diploma in Regulated Financial Planning
- Possess strong product knowledge expertise
- Technically astute and willing to learn.
- Have the ability to build relationships with key stakeholders
- Be proficiency in delivering presentations
- Company pension scheme
- Death in service
- 25 days annual leave
- 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.
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