Experienced Paraplanner, High Holborn, London Up to £65,000 depending on qualifications and experience + benefits including generous holiday entitlement, exam support, flexible working, salary sacrifice, income protection and death in service.
Fleet Street Wealth is a Chartered, independent, fee-based wealth management firm focused on providing well researched and bespoke advice to individuals, companies, trustees and charitable bodies. We now seek to recruit an experienced and on route to chartered paraplanner with whole of market research experience. There will be ample opportunity to become a Senior Paraplanner or a Financial Planner within the company, depending on the career path you wish to pursue in the fullness of time.
Take initiative and understand that paraplanning is not simply report writing
Have strong analytical, planning, organisational and time management skills
Enjoy mentoring so to assist the junior members of the paraplanning team (largely via an internal graduate trainee programme)
Interpret data obtained by advisers during client meetings
Participate in project work for example central research projects
Become a member of our Investment Committee and contribute to the same
Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software
A minimum of 2 years experience in a paraplanning role within an IFA firm
Experienced working with a breadth of products: pension, investments, protection, inheritance tax planning and trust work
To be ideally educated to graduate level
Ideally have experience of third party research projects including platforms, SIPPs and fund research
Experience creating excel spreadsheets
A proven track record of delivering written financial advice