At a Glance
- Tasks: Create bespoke financial plans and support high-net-worth clients alongside a Client Director.
- Company: Join Paradigm Norton, an award-winning, employee-owned financial planning firm.
- Benefits: Enjoy 23 days holiday, wellbeing days, private medical insurance, and a generous pension contribution.
- Other info: Flexible working options available, including hybrid and part-time arrangements.
- Why this job: Make a real impact in financial planning while working with a talented team.
- Qualifications: Diploma in Financial Planning and experience with high-net-worth clients required.
The predicted salary is between 45000 - 55000 £ per year.
I am recruiting an experienced and technically astute Paraplanner (internally referred to as a 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.
Salary: £50,000 (dependant on experience), plus an exceptional benefits package including:
- 23 days holiday + 12 wellbeing days + bank holidays
- Support with professional development
- 10% employer's 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 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. 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.
Working alongside the Client Director to deliver a highly personalised holistic financial planning service to a select group of clients, the Paraplanner (Financial Planner) responsibilities will include:
- 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.
- 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 clients' 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, Financial Planner).
- ~ 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).
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.
Locations
Paraplanner (Pensions Management) in Bath, Somerset employer: CV Elite Ltd
Paradigm Norton is an exceptional employer, renowned for its commitment to employee development and well-being. With a strong focus on work-life balance, the company offers flexible working arrangements, an impressive benefits package, and a culture that prioritises collaboration and personal growth. As an employee-owned firm, Paradigm Norton empowers its staff to contribute meaningfully to the financial planning industry while enjoying a rewarding career in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Pensions Management) in Bath, Somerset
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We think you need these skills to ace Paraplanner (Pensions Management) in Bath, Somerset
Some tips for your application 🫡
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