Fidenti Wealth

17/03/2025

We’re looking for the missing piece of our puzzle! As a young, fresh and client focussed advice firm, we need help to ensure that our clients receive the very best…

Job Title: Paraplanner

Location: Sandbach, Cheshire

Company: Fidenti Wealth Ltd

Job Description: We are seeking a dedicated and detail-oriented Paraplanner to join our team. The successful candidate will play a crucial role in supporting our financial advisers by conducting research, preparing financial reports, and ensuring compliance with regulatory standards.

Key Responsibilities:
Research Financial Products: Conduct detailed research on various financial products, including investment packages, pension schemes, and insurance plans.

Prepare Financial Reports: Create comprehensive financial reports containing key insights and recommendations for our clients.

Compliance Checks: Ensure that all financial advice adheres to the UK’s Financial Conduct Authority regulations.

Client Interaction: Collect and collate information and data about clients in accordance with the principles of ‘know your client’ and company policy.

Support Financial Advisers: Assist financial advisers in preparing recommendations and producing suitability reports.

Administrative Support: Provide administrative support, including new business processing, income matching, and organising future planning meetings with clients.

Qualifications:
Education: Diploma in Financial Planning or Business Management is preferred but not essential for the right candidate.
Experience: Previous experience in a financial advisory or administrative role within the financial sector is essential.

Skills:
Strong analytical and research skills.
Excellent written and verbal communication skills.
Ability to work within defined business processes and achieve agreed outcomes without supervision.
Proficiency in using financial planning software and tools.

Why Join Us:
Professional Development: Opportunities for continuous personal development and career progression.
Supportive Environment: Work within a collaborative and supportive team.
Impactful Work: Play a vital role in helping clients achieve their financial goals and objectives.

How to apply: email [email protected] and/or [email protected]

13/11/2024

We’re immensely proud and humbled to have helped kit out the super girls from Sandbach United under 9’s girls with an away and training kit!

Their spirit, determination and passion is inspiring and they’re incredible to watch 😍

26/01/2023

On Tuesday this week, Josh Anderson, our trainee Financial Adviser sat his final exam 😍😍 WHEN, not if he passes, he’ll be one of only 100 qualified IFA’s under 25 years old in the UK!! That’s an incredible achievement. We’re SO proud of him 😀

He’s looking forward to cracking on and building a career for himself, helping people build wealth for their future 😍

19/02/2022

We just wanted to say a huge thanks to our new and existing clients. Without you, we couldn’t exist!!

We’re busy planning how we can improve our service to you and working on quarterly portfolio updates so look out for emails soon!

We’ve seen an unbelievable increase in clients needing financial advice so far this year which has kept us super busy for which we’re very thankful!

Have a great weekend 😀

17/09/2021

Happy Friday 😀😀 to our friends and followers!

One of our wonderful clients visited us earlier this week for her annual pension review. A few days later, these unbelievable brownies arrived!

Thank you so much 😀 jeeeeeeeeez they ‘were’ incredible 😍😋🤤

27/08/2021

Happy Friday to our wonderful followers!!

We’d just like to say a MASSIVE well done to Josh for passing his RO4 pension exam today!! He’s now half way through his qualification to become a Financial Adviser and he’s doing incredibly well.

We’re so proud of you Josh! Have an amazing weekend 😍😀

06/08/2021

To be able to understand our clients financial situation, goals, plans, challenges and dreams alongside learning about their lives is pretty humbling and fascinating.

To be able to marry this information with a long-term plan, often reducing charges, matching investments with their individual circumstances and to be there for them, when it matters…… Is exactly why we do what we do ❤️

The importance of good financial planning is so often, SO underrated and always misunderstood!

10/06/2021

We asked Alan if we could have Friday off this week to enjoy some sun and time with the kids. 🤷🏼‍♂️ didn’t go down too well 👇😂

On a serious note…

What a week!!!!

We’ve helped so many clients this week in their long-term retirement and savings plans! From reducing annual costs from other providers to recommending the most suitable options taking our clients circumstances into consideration.

It’s times like this which make us incredibly proud to do what we do.

Thanks for your support and you know where we are if needed 😀

13/02/2021

If you have a Pension, ISA or any other type of savings and investments or, even if you haven’t...

Ask yourself the following questions and if you can’t answer all of them, or certainly most, it’s time for a review...

• Which fund are you invested in?
• What has the performance/return been within that fund over the last few years?
• What is your attitude to risk?
• Does your existing investment match your attitude to risk?
• What’s your capacity for loss?
• What’s the plan for this investment and are you on track to achieve?
• Have you experienced the benefit of cash flow modelling?
• What are the charges for your existing investment?

We’ve had countless clients who couldn’t answer the above, thought that their investments were providing a great return and (thought) they knew that they were being looked after.

After a little research and comparison, we found that this wasn’t the case with most!! We’ve been able to reduce costs, increase performance, provide more transparency and accessibility along with annual reviews to ensure things remain on track.

[email protected]

01270 611211

30/12/2020

Here’s a really interesting snippet from the below article published by the Financial Times. It’s particularly important to understand the comment...

many “face a shortfall which won’t go away on its own”

Auto-enrolment was introduced to help plug the gap in state pension. We’re living longer which means we’ll need more money. Employer pensions are not what they used to be so effective financial planning has never been as important.

Using our cash flow modelling, we can help break down the below into Lamens terms in order to help you understand how this looks on a monthly and annual basis taking your current circumstances into consideration.

https://www.ftadviser.com/retirement-income/2018/01/04/savers-told-they-need-300k-pension-pot-to-retire-well/?page=1

[email protected]

01270 611211

24/12/2020

Well 2020 has been our first full year as a business. Considering we advise on investments, a pandemic probably wasn’t the best time to start! But hey, we made it through and with your help, we’re here.

Thank you so much to all our clients and all those who will hopefully become our clients. Corrie, Alan and Nick wish you an incredibly happy Christmas and New Year and we look forward to resetting and starting afresh for 2021!

Please do help us grow our presence by sharing our page and thank you so much from us!

30/11/2020

An interesting read...

https://www.thetimes.co.uk/article/1bn-cost-of-sitting-in-a-poor-fund-srv5ds9xj?fbclid=IwAR0jxlzbLJC-HNJvXb-qsURUWPHP8sh5w3QVcK7_SaLXexLSVbJimBNvvXk

Investors paid more than £1 billion in fees over a year for funds that did not offer good value for money.Customers of St James’s Place (SJP), Britain’s largest wealth manager, paid the most, with a