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 exceptional professional development support.
- Other info: Flexible working arrangements available, including hybrid options and part-time hours.
- Why this job: Make a real impact in financial planning while working with a talented team.
- Qualifications: Diploma in Financial Planning and 18 months+ experience in a similar role.
The predicted salary is between 40500 - 49500 £ per year.
I am recruiting an experienced and technically astute Paraplanner (Financial Planner) on behalf of Paradigm Norton, an award-winning financial planning firm. The successful Paraplanner 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 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 continued professional development + 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 (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. We are also happy to consider flexible or part-time working arrangements.
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.
Responsibilities:
- 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.
- Attend client meetings, developing relationships and acting as a point of contact for clients, providing ongoing support throughout their financial journey.
- Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies.
- 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.
- 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.
- Good knowledge and experience of all areas of financial planning.
- Technically competent with experience of working with complex / high-net-worth clients.
- Proficient in financial planning software.
- 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 will therefore enjoy a highly rewarding career, working for an award-winning and progressive company who invest in, value and reward their staff.
Locations
Paraplanner in Newport, Wales 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.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Newport, Wales
✨Tip Number 1: Tap Into Professional Networks
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We think you need these skills to ace Paraplanner in Newport, Wales
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
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Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
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How to prepare for a job interview at CV Elite Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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✨Connect with Company Goals
Familiarise yourself with CV Elite Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
