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Experienced IFA Paraplanner, Peterborough
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Client:
Reed- UNLIMITED
Location:
Peterborough, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
4
Posted:
16.06.2025
Expiry Date:
31.07.2025
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Job Description:
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 your career aspirations.
You will love this job if you:
* Enjoy autonomy, liaising with clients directly, and having your opinions heard and acted upon
* Take initiative and understand that paraplanning is not simply report writing
* Successfully manage competing priorities whilst demonstrating confidence, professionalism, discretion, positivity, and superior attention to detail
* Are dedicated and fast-moving with a track record operating with urgency, focus, and discipline
* Are adaptable and ambitious, enthusiastically taking on other assignments as needed
* Have strong analytical, planning, organizational, and time management skills
* Are technical in nature with a clear understanding of the advice and paraplanning process
* Enjoy mentoring to assist junior members of the paraplanning team (largely via an internal graduate trainee programme)
What you will do:
* Prepare documentation for client review meetings
* Interpret data obtained by advisers during client meetings
* Conduct research, complex calculations, and cashflow forecasting to provide solutions to meet client needs and recommend appropriate actions through suitability reports (both bespoke and templated) presented to the adviser for sign-off
* Participate in project work, e.g., central research projects
* Become a member of our Investment Committee and contribute to its activities
* Support the development of client relationships by attending meetings when required and becoming another point of contact for clients
* Assist with technical issues, including communication of technical developments, budget updates, and legislative changes to planners and clients
* Establish strong relationships with advisers
* Participate in team meetings, highlight issues, and own actions through to resolution
* Proactively identify improvements for team efficiency, including recommending changes or new external software
* Enhance industry and company knowledge through external and internal sources
What you will need:
* A minimum of 2 years' experience in a paraplanning role within an IFA firm
* Experience working with a breadth of products: pension, investments, protection, inheritance tax planning, and trust work
* On-route to chartered status, ideally via CII
* Strong compliance understanding and maintenance of client files
* Graduate-level education preferred
* Ability to make sound decisions quickly and independently
* Experience with third-party research projects, including platforms, SIPPs, and fund research
* Experience with IT solutions such as FEAnalytics, Voyant, CashCalc, and Xplan
* Proficiency in creating Excel spreadsheets
* Proven track record of delivering written financial advice
* Effective at technical and product whole-of-market research
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