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| Job Location | London |
| Education | Not Mentioned |
| Salary | £30,000 - £35,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
Financial Planning Assistant (Financial Services Administrator, Trainee Paraplanner). Salary £30-35,000 plus an exceptional benefits package including; 23 days’ holiday + bank holidays + 12 wellbeing days + support with professional training + generous employers’ pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme + home working.The Role: I am recruiting a Financial Planning Assistant (Financial Services Administrator, Trainee Paraplanner) for Paradigm Norton’s central London office (EC1V) - while this is supporting the London team, we are happy to provide a degree of home working. The role of involves providing an administration service for the financial planners and client relationship managers who in turn provide financial planning and portfolio management services to high net worth clients.The Person: The successful Financial Planning Assistant (Financial Services Administrator, Trainee Paraplanner) will be a highly motivated, proactive team player with the behaviours required to deliver the highest level of client service. They will have excellent administrative skills demonstrating excellent attention to detail, have a strong mathematical aptitude and be embracing of new technologies. They will also have experience of working in the financial services sector although they will not be expected to know the intricacies of financial planning as training and support will be provided.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 £1.1 billion of assets under management and employing a team of 70 across three offices: Bristol, London and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser South West 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.Financial Planning Assistant (Financial Services Administrator, Trainee Paraplanner), responsibilities include:
Keyskills :
Financial Planning Financial Services Paraplanning Administration Administrat