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- Tasks: Support clients with financial planning and collaborate with advisers to create tailored solutions.
- Company: Join Paradigm Norton, an award-winning, independent financial planning firm with a strong focus on client goals.
- Benefits: Enjoy remote work, flexible hours, 23 days holiday, and a fantastic benefits package including private medical insurance.
- Why this job: Be part of a talented team in a progressive company that values personal development and work-life balance.
- Qualifications: Minimum 12 months experience in a similar role; diploma qualified or studying for financial planning qualifications.
- Other info: 100% remote working available, with occasional office visits for training and team events.
The predicted salary is between 36000 - 54000 £ per year.
I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning financial planning firm. Working in Paradigm Norton’s Financial Planning hub, this is a remote (home based) role where you will enjoy a high degree of autonomy while still benefitting from the highest level of training, support and personal development. This is a fantastic opportunity for an experienced Paraplanner or a Financial Planning Assistant, ready to progress into Paraplanning, to provide remote financial planning support while still being closely involved in the client experience.
The successful Paraplanner will collaborate with a variety of Client Managers (Advisers), working together to build and implement financial planning solutions to meet a variety of client needs and personal goals. You will also work closely with other members of the Hub team, developing resources and defining best practice to help support Paraplanners across the business.
Salary: c.£45,000 plus an exceptional benefits package including; 23 days’ holiday + 12 wellbeing days + bank holidays + support with continued professional development including progression to Chartership + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + profit share.
Home Working and Flexibility: People matter, and Paradigm Norton believe that having a good work/life balance is crucial to positive mental health and wellbeing. We are open to part-time applications, whereby you work a shorter working week, or shorter working days. Paradigm Norton operate a hybrid working model for all employees, but for the Financial Planning Hub we are happy to facilitate 100% remote working, with the occasional visit to the office for training and teambuilding events (if you are based near to one of the offices, you are very welcome to come in more).
The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients’ goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions.
Responsibilities will include:
- Producing high-quality client recommendations, covering a wide range of financial planning areas including pensions, investments, estate planning and protection.
- Undertaking technical research and analysis for existing and new investment portfolios.
- As appropriate, assist with dealing.
- Providing technical support to Client Managers and other Paraplanners.
- Contributing to the development of best practice within the Financial Planning Team.
- Continuing your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology.
Skills and Experience:
- A minimum of 12 months’ experience in a similar role (a Paraplanner or an experienced Financial Planning Assistant, ready to progress into Paraplanning).
- Diploma qualified (Dip PFS or equivalent) or keen to learn and studying for the Diploma in Financial Planning.
- An understanding of all areas of financial planning.
- A strong technology, problem-solving and mathematical aptitude.
Behaviours and Competencies:
- You’ll always have clients at the forefront of your thoughts, seeking opportunities to surprise and delight, thinking outside the box to best meet their needs.
- You will confidently build relationships with clients, colleagues and connections.
- You’ll be a real team player who naturally collaborates with others, understands and appreciates others’ experiences, manages workflow and delegates tasks effectively.
- You take an interest in your development and will seek out learning opportunities, showing curiosity and willingness to explore multiple possibilities or to challenge the norm.
Paradigm Norton are proud to boast one of the most talented and highly qualified financial planning teams in the UK and they place people at the heart of their company values. The successful Paraplanner will therefore enjoy a highly rewarding career, working for an award winning and progressive company who invest in, value and reward their staff.
Dawn O’Shea is the Recruitment Partner, recruiting the Paraplanner directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Paraplanner employer: CV Elite Limited
Contact Detail:
CV Elite Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with Paradigm Norton's values and mission. Understanding their commitment to client-centric financial planning will help you align your responses during interviews, showcasing how you can contribute to their goals.
✨Tip Number 2
Network with current or former employees of Paradigm Norton on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations, which you can leverage in your application.
✨Tip Number 3
Stay updated on the latest trends and changes in financial planning legislation and technology. Demonstrating your knowledge during discussions can set you apart as a proactive candidate who is genuinely interested in the field.
✨Tip Number 4
Prepare specific examples of how you've successfully collaborated with teams in previous roles. Highlighting your teamwork skills will resonate well with Paradigm Norton's emphasis on collaboration within their Financial Planning Hub.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner or Financial Planning Assistant. Emphasise your skills in producing client recommendations, technical research, and your understanding of financial planning areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client satisfaction. Mention specific examples of how you've contributed to team success and your eagerness to develop professionally.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your Diploma in Financial Planning or any ongoing studies. This will demonstrate your commitment to the profession and your readiness to take on the responsibilities of the role.
Showcase Soft Skills: In your application, highlight your interpersonal skills, teamwork, and problem-solving abilities. Provide examples of how you've built relationships with clients and colleagues, as these are crucial for the role at Paradigm Norton.
How to prepare for a job interview at CV Elite Limited
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial planning areas such as pensions, investments, and estate planning. Be prepared to discuss how your experience aligns with the responsibilities of the role and demonstrate your technical knowledge during the interview.
✨Emphasise Team Collaboration
Since the role involves working closely with Client Managers and other Paraplanners, highlight your teamwork skills. Share examples of how you've successfully collaborated in previous roles and how you can contribute to developing best practices within the team.
✨Demonstrate Problem-Solving Skills
Given the importance of problem-solving in this role, prepare to discuss specific challenges you've faced in your previous positions and how you overcame them. This will show your ability to think critically and find solutions that benefit clients.
✨Express Your Commitment to Professional Development
Paradigm Norton values continuous learning, so be ready to talk about your professional development goals. Mention any relevant qualifications you hold or are pursuing, and express your enthusiasm for ongoing training and growth within the company.
