Paraplanner for High‑Net‑Worth Clients | Hybrid London

Paraplanner for High‑Net‑Worth Clients | Hybrid London

Full-Time 54000 - 66000 £ / year (est.) Home office (partial)
CV Elite Ltd

At a Glance

  • Tasks: Craft financial plans and conduct research for high-net-worth clients.
  • Company: Join Paradigm Norton, a leading firm in financial planning.
  • Benefits: Enjoy hybrid work options and opportunities for career progression.
  • Other info: Dynamic team environment with a focus on ongoing professional development.
  • Why this job: Make a real difference in clients' financial futures while developing your skills.
  • Qualifications: Strong analytical skills and a passion for client service.

The predicted salary is between 54000 - 66000 £ per year.

Paradigm Norton is seeking a Paraplanner to join our London office (EC1M).

You will work with Client Managers to craft comprehensive financial plans for high‑net‑worth clients, with opportunities to progress toward advising.

You will conduct technical research, cash flow modelling, and prepare detailed reports while maintaining exceptional client service and a commitment to ongoing development.

Hybrid/flexible arrangements are available.

#J-18808-Ljbffr

Paraplanner for High‑Net‑Worth Clients | Hybrid London employer: CV Elite Ltd

CV Elite Ltd is an excellent employer that values flexibility and teamwork, making it a great place for individuals looking to grow in the recruitment and onboarding field. Located in the charming village of Bishop Sutton, employees benefit from a supportive work culture that encourages professional development and offers opportunities to engage with the community through job fairs and training sessions. Join us to be part of a dynamic team where your contributions are recognised and valued.

CV Elite Ltd

Contact Details:

CV Elite Ltd Recruitment Team

We think you need these skills to ace Paraplanner for High‑Net‑Worth Clients | Hybrid London

Technical Research
Cash Flow Modelling
Report Preparation
Client Service
Financial Planning
Attention to Detail
Communication Skills