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.

• 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