At a Glance
- Tasks: Create bespoke financial plans and provide technical support for high-net-worth clients.
- Company: Join Paradigm Norton, a leading financial planning firm in England.
- Benefits: Enjoy hybrid working, travel opportunities, and a clear path to becoming an advisor.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Make a real difference in clients' lives while advancing your career in finance.
- Qualifications: Diploma in Financial Planning and experience in financial analysis required.
The predicted salary is between 34650 - 42350 £ per year.
Paradigm Norton in England is seeking an experienced Paraplanner (Financial Planner) to work with a Client Director, delivering bespoke financial plans for high‑net‑worth clients.
The role is hybrid with 50% home working and some travel to the Bristol office.
You will perform financial analysis, cash flow modelling, prepare detailed reports and recommendations, and provide technical support while developing towards an advisory role.
A Diploma in Financial Planning is required.
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Hybrid Paraplanner for High-Net-Worth Clients – Path to Advisor in Bath employer: CV Elite Ltd
Austyn Smith Associates is an exceptional employer, offering a supportive and collaborative work culture that fosters professional growth and development. Located in the picturesque town of Beaconsfield, employees benefit from a strong mentorship programme, hands-on experience with clients, and the opportunity to build meaningful relationships in the financial sector. With a commitment to excellence and employee well-being, this independent firm stands out as a rewarding place to advance your career in financial advising.
