Experienced IFA Paraplanner

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.

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, organisational and time management skills
• Are technical in nature with a clear understanding of the advice and paraplanning process
• Enjoy mentoring so to assist the junior members of the paraplanning team (largely via an internal graduate trainee programme)

What you will do:

• Preparing 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 an appropriate course of action through suitability reports (both bespoke and templated) presented to the adviser for sign off
• Participate in project work for example central research projects
• Become a member of our Investment Committee and contribute to the same
• Support the development of client relationships by attending meetings when required and becoming another point of contact for clients
• Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients
• Establish strong relationships with advisers
• Regularly participate in team meetings, highlighting issues and owning actions through to resolution
• Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software
• Proactively 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
• Experienced working with a breadth of products: pension, investments, protection, inheritance tax planning and trust work
• Be on route to chartered ideally via CII
• Strong compliance understanding and maintenance of client files
• To be ideally educated to graduate level
• An ability to quickly and independently make sound decisions
• Ideally have experience of third party research projects including platforms, SIPPs and fund research
• Ideally have experience of IT solutions such as FEAnalytics, Voyant, CashCalc and Xplan
• Experience creating excel spreadsheets
• A proven track record of delivering written financial advice
• To be effective at technical and product whole of market researching