At a Glance
- Tasks: Create bespoke financial plans and conduct technical research for high-net-worth clients.
- Company: Join Paradigm Norton, an award-winning, 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.
The predicted salary is between 50000 - 50000 £ per year.
The Role: 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. 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.
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. 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 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.
Paraplanner (Financial Planner), 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).
- 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.
Paraplanner in Bath 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 firm offers flexible working arrangements, an impressive benefits package, and opportunities for professional growth within a supportive and collaborative culture. As an employee-owned business, team members are empowered to contribute to the firm's success while enjoying a rewarding career in a prestigious financial planning environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Paradigm Norton. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for those interviews! Brush up on your technical knowledge and be ready to discuss how you can contribute to creating bespoke financial plans. Show them you’re not just a number cruncher but a relationship builder too.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the Paradigm Norton team.
We think you need these skills to ace Paraplanner in Bath
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’re proficient in, like Intelligent Office or Voyant.
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 to demonstrate your suitability for the position.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the quickest way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at CV Elite Ltd
✨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 specific tools mentioned in the job description, like Intelligent Office or Voyant, as being technically astute is key for this role.
✨Showcase Your Experience
Prepare to discuss your previous experience in detail, particularly any work you've done with high-net-worth clients. Be ready to share examples of how you've contributed to client meetings and the impact of your technical research on their financial plans.
✨Build Rapport
Since relationship management is a big part of this role, practice your interpersonal skills. Think about how you can demonstrate your ability to build relationships during the interview, perhaps by sharing a story where you successfully collaborated with a team or client.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in Paradigm Norton and the role. Inquire about their approach to client service or how they support professional development for their staff. This not only shows your enthusiasm but also helps you gauge if the company aligns with your career goals.
