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Experienced IFA Paraplanner at Fleet Street Wealth
London WC1V 7PB, England, United Kingdom - Full Time
Skills Needed
Income Protection, Bespoke
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Parts Buyer / Parts Advisor at IN n OUT Autocentres
Northampton NN4, England, United Kingdom - Full Time
Skills Needed
Communication Skills, Negotiation, Stock Control, Management Skills
Qualification
Graduate
Field Team Manager at M Group
London, England, United Kingdom - Full Time
Skills Needed
Safety Regulations, Management Skills
Qualification
Graduate
Digital Content Creator at Lily Communications
Leeds LS11 8PR, , United Kingdom - Full Time
Skills Needed
Customer Service, Seo, Health, Access, Wellbeing
Qualification
Graduate
Lifestyles Assistant at Hallmark Care Homes
Ipswich IP3 8UB, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Staff Engineer Customer Success at Palo Alto Networks
London, England, United Kingdom - Full Time
Skills Needed
Powershell, Workload Automation, Siem, Aws, Edr, Python, Architecture, Javascript, Soar, Customer Facing Roles, Azure, Maintenance
Qualification
Graduate
Asset Care Technician at PepsiCo
Leicester LE4 1BS, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Senior Digital Programme Delivery Manager at South Western Railway
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Examinations and Assessment Officer at Weydon Multi Academy Trust
College, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Robotic Welding Operator at Collins Aerospace
Wolverhampton, England, United Kingdom - Full Time
Skills Needed
Addition, Welding, Robotics, Training
Qualification
Graduate
Sales Administrator at AllStaff
Paisley PA4, , United Kingdom - Full Time
Skills Needed
Excel, Order Processing, Portals, Microsoft Office
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Data Scientist at Mars
WOTW, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Specialization
Statistics computer science mathematics or a related field
Qualification
Graduate
Night Team Service Delivery Co-Ordinator at Crown SDS Service Delivery Solutions
Tamworth B78 3HH, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Medical Secretary in Cardiology at East Cheshire NHS Trust
MS3, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Network Infrastructure Engineer at Rotork
Bath, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Class 2 Driver at Olleco
Thetford IP24 1XB, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Financial Controller at Clear Visual Communications Ltd
Eccles M30 0WU, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Tesco Colleague - Sutton Cheam Extra at Tesco
Sutton, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Project Engineer at Alpha Construction Ltd
Derby DE65 5GE, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Locum Consultant Plastic Surgeon at Sheffield Childrens NHS Foundation Trust
Sheffield S10 2TH, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experienced IFA Paraplanner at Fleet Street Wealth
London WC1V 7PB, England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

13 Sep, 25

Salary

65000.0

Posted On

15 Jun, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Income Protection, Bespoke

Industry

Financial Services

Description

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.

Responsibilities
  • 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
Experienced IFA Paraplanner at Fleet Street Wealth
London WC1V 7PB, England, United Kingdom - Full Time
Skills Needed
Income Protection, Bespoke
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Parts Buyer / Parts Advisor at IN n OUT Autocentres
Northampton NN4, England, United Kingdom - Full Time
Skills Needed
Communication Skills, Negotiation, Stock Control, Management Skills
Qualification
Graduate
Field Team Manager at M Group
London, England, United Kingdom - Full Time
Skills Needed
Safety Regulations, Management Skills
Qualification
Graduate
Digital Content Creator at Lily Communications
Leeds LS11 8PR, , United Kingdom - Full Time
Skills Needed
Customer Service, Seo, Health, Access, Wellbeing
Qualification
Graduate
Lifestyles Assistant at Hallmark Care Homes
Ipswich IP3 8UB, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Staff Engineer Customer Success at Palo Alto Networks
London, England, United Kingdom - Full Time
Skills Needed
Powershell, Workload Automation, Siem, Aws, Edr, Python, Architecture, Javascript, Soar, Customer Facing Roles, Azure, Maintenance
Qualification
Graduate
Asset Care Technician at PepsiCo
Leicester LE4 1BS, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Senior Digital Programme Delivery Manager at South Western Railway
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Examinations and Assessment Officer at Weydon Multi Academy Trust
College, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Robotic Welding Operator at Collins Aerospace
Wolverhampton, England, United Kingdom - Full Time
Skills Needed
Addition, Welding, Robotics, Training
Qualification
Graduate
Sales Administrator at AllStaff
Paisley PA4, , United Kingdom - Full Time
Skills Needed
Excel, Order Processing, Portals, Microsoft Office
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Data Scientist at Mars
WOTW, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Specialization
Statistics computer science mathematics or a related field
Qualification
Graduate
Night Team Service Delivery Co-Ordinator at Crown SDS Service Delivery Solutions
Tamworth B78 3HH, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Medical Secretary in Cardiology at East Cheshire NHS Trust
MS3, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Network Infrastructure Engineer at Rotork
Bath, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Class 2 Driver at Olleco
Thetford IP24 1XB, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Financial Controller at Clear Visual Communications Ltd
Eccles M30 0WU, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Tesco Colleague - Sutton Cheam Extra at Tesco
Sutton, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Project Engineer at Alpha Construction Ltd
Derby DE65 5GE, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Locum Consultant Plastic Surgeon at Sheffield Childrens NHS Foundation Trust
Sheffield S10 2TH, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
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