Senior Paraplanner – Hybrid, High-Net-Worth Planning

CV Elite Limited; Pill; Hybrid; GBP 43,000 - 58,000; Full time

Benefits offered by this job

23 days' holiday

Wellbeing days

Bank holidays

CPD support

10% employer pension contribution

Income protection

Private medical insurance

Life assurance

Healthcare cash plan

Cycle to work scheme

Profit share (tax-free lump sums)

Job summary

Paradigm Norton Financial Planning Ltd is seeking an experienced Paraplanner (Financial Planner) to work closely with a Client Director in delivering bespoke financial plans for high-net-worth clients. The role is technical, focusing on research, cashflow modelling, and detailed reporting, with potential progression into advising.

The role offers a competitive salary around £50,000 with a comprehensive benefits package and hybrid working options, including travel to the Bristol office where

Qualifications

• Proficient in financial research and analysis for high-net-worth clients.
• Experience supporting Client Directors in financial planning processes.
• Work with cashflow modelling and detailed report preparation that meets regulatory standards.
• Provide technical support and stay updated on regulatory frameworks.

Responsibilities

• Conduct financial analysis and research across investments, retirement, estate planning, and risk management.
• Attend client meetings and support the Client Director with meeting prep and documentation.
• Prepare detailed financial reports and recommendations for bespoke client plans.
• Ensure compliance and regulatory alignment in all documentation and processes.
• Support process improvements through staying abreast of industry advancements.

Skills

Financial analysis

Research

Client meetings

Technical support

Education

Diploma in Financial Planning (Dip PFS)

Chartered status (or working towards)

Tools

Intelligent Office

Voyant

Job description

Paradigm Norton Financial Planning Ltd is seeking an experienced Paraplanner (Financial Planner) to work closely with a Client Director in delivering bespoke financial plans for high-net-worth clients. The role is technical, focusing on research, cashflow modelling, and detailed reporting, with potential progression into advising.

The role offers a competitive salary around £50,000 with a comprehensive benefits package and hybrid working options, including travel to the Bristol office where