At a Glance
- Tasks: Help create bespoke financial plans and solve complex client problems.
- Company: Employee-owned financial planning firm committed to diversity and inclusion.
- Benefits: Flexible working options, competitive salary, and support for professional development.
- Other info: Opportunities for hybrid work and career growth in a supportive environment.
- Why this job: Join a passionate team and make a real difference in clients' financial lives.
- Qualifications: Experience in paraplanning or financial planning; strong technical skills required.
The predicted salary is between 37800 - 46200 £ per year.
Location: London, UK; Bristol, UK; Exeter, UK
Job Type: Permanent, Full-time, Part-time
Pay: 3 salary type
Highlighted points for this job:
- Experience in paraplanning / financial planning required
- Support towards Chartered status
- Hybrid or remote work options
- Commitment to diversity and inclusion
We’re looking for really good financial planning people. You might already be an experienced Paraplanner, or perhaps you’re looking for a role where you can take your technical skills further. You might be Chartered, working towards it, or simply know you’re ready for a new challenge. What matters most to us is that you know financial planning, enjoy solving complex problems and genuinely care about getting things right for clients.
At Paradigm Norton, you’ll work as part of a highly experienced financial planning team, helping to build thoughtful, bespoke plans for clients across pensions, investments, tax, estate planning, protection and cashflow planning. Depending on your experience, strengths and what you enjoy most, that could mean working closely with a Client Director and being actively involved in client meetings, or joining our Financial Planning Hub and providing high-quality technical planning support across the business.
We’re interested in hearing from you if you:
- have solid paraplanning / financial planning experience
- are technically strong and genuinely enjoy the detail
- can turn complex information into clear, considered recommendations
- are curious, collaborative and always looking to improve
- care about the client, not just the product or the process.
Ideally, you’ll hold the Diploma in Financial Planning or be well on your way towards it. If Chartered is where you want to get to, we’ll support you with that too.
Paradigm Norton is employee-owned and a Certified B Corporation. Alongside your salary, you’ll receive 23 days’ holiday, 12 wellbeing days, bank holidays, a 10% employer pension contribution, private medical insurance, income protection, life assurance, a healthcare cash plan, support with your professional development and twice-yearly profit share payments.
We also take flexibility seriously. Depending on the role that's right for you, that could mean hybrid working from one of our offices in Bristol, Exeter or London, or working fully remotely as part of our Financial Planning Hub. We’re also open to part-time hours, shorter days or a four-day week.
So, if you’re a really good Paraplanner and you’re wondering what else might be out there, get in touch. You don’t need to have your whole career mapped out. We’d rather start with a conversation about what you’re good at, what you enjoy and where you want to go next.
Justice, Equity, Diversity and Inclusion:
We are committed to building a workplace where everyone feels respected, valued and able to thrive. We welcome applications from people of all backgrounds, experiences and identities and believe that diverse perspectives strengthen our organisation and the service we provide to clients.
We are committed to equitable employment practices and will make reasonable adjustments throughout the recruitment process to ensure all candidates have the opportunity to demonstrate their skills, experience and potential. If you require any reasonable adjustments during the recruitment process, please let us know and we'll be happy to discuss how we can support you.
Paraplanner / Financial Planner in London employer: Consortium
Micro Rainbow is an exceptional employer dedicated to creating a supportive and inclusive work environment for its employees. Located in London, the company offers meaningful opportunities for personal and professional growth, particularly for those passionate about social justice and equality. With a strong emphasis on employee well-being and a culture that values lived experiences, Micro Rainbow empowers its staff to make a real difference in the lives of LGBTQI asylum seekers.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Financial Planner in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Consortium. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Consortium.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Consortium. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner / Financial Planner in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Consortium and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Consortium how you can be a team player!
How to prepare for a job interview at Consortium
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Consortium.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Consortium's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
