At a Glance
- Tasks: Create bespoke financial plans and conduct technical research for high-net-worth clients.
- Company: Join Paradigm Norton, a leading firm in financial planning.
- Benefits: Competitive salary, professional development, and potential career progression into advising.
- Other info: Dynamic role with opportunities to grow in a supportive environment.
- Why this job: Make a real difference in clients' lives with tailored financial strategies.
- Qualifications: Diploma qualified with experience in complex financial planning.
The predicted salary is between 34650 - 42350 £ per year.
Paradigm Norton is recruiting an experienced Paraplanner (Financial Planner) to work with a Bristol-based Client Director, delivering bespoke financial plans for high-net-worth clients.
This is a non-advising role focusing on technical research, cash flow modelling, detailed reports and recommendations, with potential to move into advising.
Candidates should be Diploma qualified and comfortable with complex financial planning.
#J-18808-Ljbffr
Hybrid Paraplanner for High-Net-Worth Planning 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.
