Paraplanner

CV Elite Ltd; Newport; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

23 days holiday

12 wellbeing days

bank holidays

continued professional development

10% employer pension contribution

income protection

private medical insurance

life assurance

healthcare cash plan

cycle to work scheme

profit share

Job summary

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.

Qualifications

• Diploma in Financial Planning (Dip PFS) or equivalent.
• Strong technical research and cash flow modelling skills.
• Experience with high-net-worth client planning and reporting.

Responsibilities

• Conduct financial analysis and research to inform bespoke plans.
• Attend client meetings and support Client Director.
• Prepare detailed financial reports and recommendations.
• Support compliance and stay updated on regulatory requirements.
• Identify opportunities for process improvements and efficiencies.

Skills

Financial analysis

Relationship management

Technical support

Report preparation

Process improvement

Education

Dip PFS / Diploma in Financial Planning

Tools

Intelligent Office

Voyant / similar software

Job description

Paraplanner / Financial Planner, The Role: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 (Financial Planner) 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 (Financial Planner) 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 (Paradigm Norton are an employee-owned firm and all employees receive tax free lump sum payments twice a year).

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 (BS20, with easy access to M4/M5 and free parking).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, 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.

Working alongside the Client Director to deliver a highly personalised holistic financial planning service to a select group of clients, the Paraplanner (Financial Planner) responsibilities will include:

• Financial analysis and research 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.
• Relationship Management - Attend client meetings, developing relationships and acting as a point of contact for clients, providing ongoing support throughout their financial journey. Collaborate with the Client Director and other internal teams to ensure seamless alignment of strategies and client satisfaction.
• Technical Support and Compliance - Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies. Stay informed about regulatory frameworks, legislation, and compliance requirements, ensuring adherence to industry best practices.
• Report Preparation and Documentation -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. Ensure all reports adhere to regulatory guidelines and internal standards and maintain organised and up-to-date client records.
• Process Improvement - Stay informed of emerging trends, industry advancements, and technological innovations related to financial planning for high-net-worth individuals.

Paraplanner (Financial Planner), 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 (support with this will be provided).
• Good knowledge and experience of all areas of financial planning cashflow planning, investment portfolio management, tax planning, pensions, protection, estate planning etc.
• Technically competent with experience of working with complex / high-net-worth clients.
• Proficient in financial planning software (Intelligent Office, Voyant of similar, capable of leveraging technology to streamline processes and analysis.
• 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 (Financial Planner) will therefore enjoy a highly rewarding career, working for an award winning and progressive company who invest in, value and reward their staff.