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- Tasks: Create bespoke financial plans and support high-net-worth clients with expert advice.
- Company: Join Paradigm Norton, an award-winning independent financial planning firm in London.
- Benefits: Enjoy competitive salary, generous holiday, and extensive professional development support.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Minimum 1 year of paraplanning experience and a desire to learn.
- Other info: Flexible working options available, including hybrid and part-time arrangements.
The predicted salary is between 36000 - 60000 £ per year.
I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients' goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the outset, working to deliver frequently complex financial planning services to high-net-worth clients. You will be responsible for technical research, cash flow modelling, producing recommendations and delivering an exceptional client service with the opportunity to progress, with time, into advising.
The successful Paraplanner will have a minimum of 1 year’s Paraplanning experience and is likely to be Diploma qualified (or close to becoming qualified). We are happy to consider candidates with more experience, and the salary paid will reflect this. You will be proactive, curious, keen to question and learn, and driven by finding the best solution for the clients.
Salary: Competitive and negotiable (dependant on experience), plus an exceptional benefits package including; 23 days holiday + 12 wellbeing days + bank holidays + support with continued professional development (including progression to Chartered/Certified status) + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme + profit share.
Home Working and Flexibility: We are happy to facilitate hybrid working (c.2 days per week from home) but as this role is supporting a London based Client Managers, with heavy involvement in client meetings, a willingness to commute to the London office (EC1M) is essential. 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, most recently in 2020, 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:
- 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.
- Collaborate 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.
- As appropriate, assist with dealing.
- Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies.
- Foster a relationship with clients: attend client meetings, address their queries, resolve issues, and provide ongoing support throughout the financial journey.
- Continue with your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology.
Skills and Experience:
- A minimum of 1 year’s paraplanning experience.
- Diploma qualified, or close to becoming qualified. (Dip PFS or equivalent)
- Keen to study for Certified/Chartered Financial Planner qualifications (support with this will be provided).
- A good understanding of all areas of financial planning: investment portfolio management, tax planning, pensions, protection, estate planning, cash flow planning etc.
- Proficient in financial planning software (e.g. Intelligent Office, Voyant etc.)
- A strong technology, problem-solving and mathematical aptitude.
Behaviours and Competencies:
- You’ll always have clients at the forefront of your thoughts, seeking opportunities to surprise and delight at all times, thinking outside the box to best meet their needs.
- You will confidently build relationships with clients, colleagues and connections.
- You’ll be a real team player who naturally collaborates with others, understands and appreciates others’ experiences, manages workflow and delegates tasks effectively.
- You take an interest in your development and will seek out learning opportunities, showing curiosity and willingness to explore multiple possibilities or to challenge the norm.
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 will therefore enjoy a highly rewarding career, working for an award-winning and progressive company that invests in their partners and values and rewards individual contributions.
Dawn O'Shea is the recruitment partner, recruiting the Paraplanner 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 City of London employer: CV Elite Ltd
Contact Detail:
CV Elite Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. Think about how your experience aligns with what Paradigm Norton is looking for. Show them you’re not just a fit on paper but also in person. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative to apply directly. It shows you’re genuinely interested in joining our team at Paradigm Norton. Plus, it makes the process smoother for everyone involved!
We think you need these skills to ace Paraplanner in City of London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your paraplanning experience and how it aligns with the role at Paradigm Norton. We want to see how your skills can help us deliver exceptional client service!
Show Your Curiosity: In your application, let us know about your eagerness to learn and grow in the financial planning field. Mention any relevant courses or qualifications you're pursuing, as we value proactive learners who are keen to develop their skills.
Highlight Teamwork Skills: Since this role involves collaborating closely with Client Managers, emphasise your ability to work well in a team. Share examples of how you've successfully partnered with others to achieve common goals in your previous roles.
Apply Through Our Website: We encourage you to submit your application directly through our website. This way, you can ensure that your application reaches us quickly and efficiently, and you'll be one step closer 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 tools mentioned in the job description, like Intelligent Office or Voyant, as this will show you're ready to hit the ground running.
✨Show Your Curiosity
During the interview, demonstrate your proactive nature by asking insightful questions about the company’s approach to client relationships and financial planning. This not only shows your interest but also aligns with their value of putting clients at the heart of their process.
✨Be a Team Player
Highlight your collaborative skills by sharing examples of how you've worked effectively in teams before. Paradigm Norton values teamwork, so showing that you can build relationships with colleagues and clients will set you apart.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role and how you would address them. Being able to discuss how you would handle complex financial situations will demonstrate your readiness for the position and your commitment to exceptional client service.