Paraplanner

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 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 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…