Paraplanner (Hybrid) for High-Net-Worth Financial Planning

Paraplanner (Hybrid) for High-Net-Worth Financial Planning

Full-Time 37800 - 46200 Β£ / year (est.) Home office (partial)
CV Elite Ltd

At a Glance

  • Tasks: Support Client Managers in creating tailored financial plans for high-net-worth clients.
  • Company: Join Paradigm Norton, a leading firm in financial planning.
  • Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
  • Other info: Opportunity to attend client meetings and potentially progress to an advisory role.
  • Why this job: Gain valuable experience in financial planning while working with affluent clients.
  • Qualifications: Strong analytical skills and a passion for finance are essential.

The predicted salary is between 37800 - 46200 Β£ per year.

Paradigm Norton are recruiting a Paraplanner to join their London office (EC1M).

You will work alongside Client Managers to deliver bespoke financial plans for high-net-worth clients, handling technical research, cash flow modelling and detailed reports.

This is not an advisory role, but you will attend client meetings from the outset and may progress towards advising in time. The role offers hybrid working (approx.

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Paraplanner (Hybrid) for High-Net-Worth Financial Planning 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 (Hybrid) for High-Net-Worth Financial Planning

Technical Research
Cash Flow Modelling
Report Writing
Client Management
Attention to Detail
Communication Skills
Analytical Skills