Paraplanner

CV Elite Ltd; Greater London; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

23 days holiday

12 wellbeing days

bank holidays

support with progression to Chartered/

10% employers pension contribution

income protection scheme

private medical insurance

life assurance

healthcare cash plan

cycle to work scheme

profit share

Job summary

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.

Qualifications

• Minimum of 1 year paraplanning experience.
• Diploma qualified (Dip PFS) or very close to becoming qualified.
• Willing to study for Certified/Chartered Financial Planner qualifications (support provided).
• Good understanding of all areas of financial planning – investments, tax, pensions, protection, estate planning, cash flow planning.

Responsibilities

• Prepare accurate and detailed financial reports including investment summaries, cash flow projections, retirement and estate plans.
• Collaborate with Client Director to evaluate and recommend suitable financial strategies.
• Monitor and review client portfolios and present recommendations based on market trends.
• Assist with dealing where appropriate.
• Provide technical support to Client Director and assist in implementation of financial strategies.
• Foster relationships with clients: attend meetings, address queries and provide ongoing support.
• Maintain up-to-date knowledge of legislation, investments and technology.

Skills

Paraplanning

Client relationship management

Analytical thinking

Education

Dip PFS or equivalent

Tools

Intelligent Office

Voyant

Job description

The Role:

I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients’ goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the outset, working to deliver frequently complex financial planning services to high-net-worth clients. You will be responsible for technical research, cash flow modelling, producing recommendations and delivering an exceptional client service with the opportunity to progress, with time, into advising.

The Person:

The successful Paraplanner will have a minimum of 1 years’ Paraplanning experience and is likely to be Diploma qualified (or very close to becoming qualified) – we are happy to consider candidates with more experience, and the salary paid will reflect this. You will be proactive, curious, keen to question and learn and driven by finding the best solution for the clients.

Salary: Competitive and negotiable (dependant on experience), plus an exceptional benefits package including;

• 23 days’ holiday
• 12 wellbeing days
• bank holidays
• support with continued professional development (including progression to Chartered/Certified status)
• 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 (c.2 days per week from home) but as this role is supporting a London based Client Managers, with heavy involvement in client meetings, a willingness to commute to the London office (EC1M) is essential. We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.)

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, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients’ goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions.

Paraplanner, Responsibilities:

• Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments, tailored to meet the client’s requirements.
• Collaborate 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.
• As appropriate, assist with dealing.
• Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies.
• Foster a relationship with clients: attend client meetings, address their queries, resolve issues, and provide ongoing support throughout the financial journey.
• Continue with your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology.

Paraplanner, Skills and Experience:

• A minimum of 1 years’ paraplanning experience.
• Diploma qualified, or very close to becoming qualified. (Dip PFS or equivalent)
• Keen to study for Certified/Chartered Financial Planner qualifications (support with this will be provided).
• A good understanding of all areas of financial planning – investment portfolio management, tax planning, pensions, protection, estate planning, cash flow planning etc.
• Proficient in financial planning software (e.g. Intelligent Office, Voyant etc.)
• A strong technology, problem-solving and mathematical aptitude.

Paraplanner, Behaviours and Competencies:

• You’ll always have clients at the forefront of your thoughts, seeking opportunities to surprise and delight at all times, thinking outside the box to best meet their needs.
• You will confidently build relationships with clients, colleagues and connections.
• You’ll be a real team player who naturally collaborates with others, understands and appreciates others’ experiences, manages workflow and delegates tasks effectively.
• You take an interest in your development and will seek out learning opportunities, showing curiosity and willingness to explore multiple possibilities or to challenge the norm.

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 (Financial Planner) will therefore enjoy a highly rewarding career, working for an award winning and progressive company that invests in their partners and values and rewards individual contributions.

Dawn O’Shea is the recruitment partner, recruiting the Paraplanner directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.