At a Glance
- Tasks: Conduct technical research and prepare detailed reports for high-net-worth clients.
- Company: Award-winning financial planning firm with a strong reputation in the UK.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on exceptional client service.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a Paraplanner and strong analytical skills required.
The predicted salary is between 45000 - 55000 £ per year.
Paradigm Norton, an award-winning financial planning firm in the UK, is seeking an experienced Paraplanner (Financial Planner).
You will work with a Client Director, performing technical research, cash flow modelling, and preparing detailed reports to support bespoke plans for high-net-worth clients.
Although not an advisory role, you will attend client meetings and contribute to analysis, reporting and delivering exceptional service.
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Senior Paraplanner — HNW Financial Planning (Hybrid) in Newport 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.
