At a Glance
- Tasks: Create bespoke financial plans and conduct technical research for high-net-worth clients.
- Company: Join Paradigm Norton, an award-winning and employee-owned financial planning firm.
- Benefits: Enjoy a competitive salary, generous holiday, and comprehensive benefits package.
- Other info: Flexible working options available, with opportunities for career growth and professional development.
- Why this job: Make a real impact in financial planning while developing your skills in a supportive environment.
- Qualifications: Diploma in Financial Planning and 18 months' experience in a similar role required.
I am recruiting an experienced and technically astute Paraplanner (internally referred to as Financial Planner) on behalf of Paradigm Norton, an award-winning financial planning firm. The successful Paraplanner (Financial Planner) will work closely with a Client Director, creating comprehensive and bespoke financial plans that align with clients’ goals and aspirations. Given the complexity of the service delivered to this select group of high-net-worth clients, the successful Paraplanner (Financial Planner) will be highly technical and Diploma qualified as a minimum. This is not an advising role, but you will be an important part of client meetings and will be responsible for technical research, cash flow modelling, preparing detailed reports, producing recommendations and delivering an exceptional client service. With time there will be the opportunity to move into advising.
Salary: c.£50,000 (dependant on experience), plus an exceptional benefits package including; 23 days’ holiday + 12 wellbeing days + bank holidays + support with professional development + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme + profit share (Paradigm Norton are an employee owned firm).
Home Working and Flexibility: We are happy to facilitate a hybrid working (50% of the time home working) but as this role is supporting a Bristol based Client Director, with heavy involvement in client meetings, a willingness to travel to the Bristol office is essential (BS20, with easy access to M4/M5). We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.)
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, 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:
- Financial analysis and research: Conduct comprehensive research and analysis of various financial products, investment opportunities, retirement plans, estate planning, and risk management solutions. Collaborate closely with the Client Director to evaluate and recommend suitable financial strategies that align with the clients’ needs and objectives. Monitor and review client portfolios, identifying opportunities for optimisation and presenting recommendations based on market trends and performance analysis.
- Relationship Management: Attend client meetings, developing relationships and acting as a point of contact for clients, providing ongoing support throughout their financial journey. Collaborate with the Client Director and other internal teams to ensure seamless alignment of strategies and client satisfaction.
- Technical Support and Compliance: Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies. Stay informed about regulatory frameworks, legislation, and compliance requirements, ensuring adherence to industry best practices.
- Report Preparation and Documentation: Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments, tailored to meet the client’s requirements. Ensure all reports adhere to regulatory guidelines and internal standards and maintain organised and up-to-date client records.
- Process Improvement: Stay informed of emerging trends, industry advancements, and technological innovations related to financial planning for high-net-worth individuals.
Skills and Experience:
- 18 months’ + experience in a similar role (Paraplanner).
- Diploma in Financial Planning (Dip PFS).
- Chartered or keen to work towards becoming a Certified/Chartered Financial Planner (support with this will be provided).
- Good knowledge and experience of all areas of financial planning – cashflow planning, investment portfolio management, tax planning, pensions, protection, estate planning etc.
- Technically competent with experience of working with complex / high-net-worth clients.
- Proficient in financial planning software (Intelligent Office, Voyant or similar, capable of leveraging technology to streamline processes and analysis).
- A warm relationship builder and collaborative team player.
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 (Financial Planner) 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 a recruitment partner, working 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 in Pill employer: CV Elite Limited
Paradigm Norton is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee growth and well-being. With a comprehensive benefits package, including generous holiday allowances, professional development support, and the unique advantage of being an employee-owned firm, team members are empowered to thrive in their roles while contributing to the success of high-net-worth clients. The hybrid working model and flexibility in working arrangements further enhance the appeal of this rewarding career opportunity in the vibrant city of Bristol.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Pill
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Prepare for those interviews! Research Paradigm Norton and understand their values and services. Be ready to discuss how your skills align with their needs, especially in technical research and client relationship management.
✨Tip Number 3
Show off your tech skills! Familiarise yourself with financial planning software like Intelligent Office or Voyant. Being able to demonstrate your proficiency can set you apart from other candidates.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the team at Paradigm Norton. Don’t miss out on this opportunity!
We think you need these skills to ace Paraplanner in Pill
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience as a Paraplanner. Use keywords from the job description to show that you understand what Paradigm Norton is looking for.
Showcase Your Technical Skills:Since this role requires a high level of technical knowledge, be sure to emphasise your qualifications and experience in financial planning. Mention any specific software you’ve used, like Intelligent Office or Voyant, to demonstrate your competence.
Highlight Relationship Management Experience:As a Paraplanner, you'll be working closely with clients. Share examples of how you've built relationships and provided exceptional service in previous roles. This will show that you're not just about numbers but also about people.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people at Paradigm Norton. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at CV Elite Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around cash flow modelling and investment strategies. Familiarise yourself with the latest trends in the industry and be ready to discuss how they could apply to high-net-worth clients.
✨Showcase Your Technical Skills
Since this role requires a high level of technical competence, be prepared to demonstrate your proficiency with financial planning software like Intelligent Office or Voyant. Bring examples of how you've used these tools to streamline processes or improve client outcomes.
✨Build Rapport
As a Paraplanner, relationship management is key. Practice your communication skills and think about how you can build rapport with clients and colleagues alike. Be ready to share examples of how you've successfully collaborated with others in previous roles.
✨Prepare Thoughtful Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful ones that show your interest in the company and the role, such as inquiries about their approach to client service or opportunities for professional development within the firm.
