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| Job Location | London |
| Education | Not Mentioned |
| Salary | £40,000 - £60,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time or part-time |
Financial Planner (Senior Paraplanner). Salary: Highly competitive salary, commensurate with experience and qualifications, homeworking and part-time hours possible, plus 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 and Flexibility: We are happy to facilitate home working so are flexible regarding location, however this role is supporting the London Client Managers so candidates must be willing to travel to the London office once or twice every week or two. We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.)The Role: I am recruiting a Financial Planner (Senior Paraplanner) on behalf of Paradigm Norton, an award-winning financial planning firm with offices in London and Bristol. The Financial Planner (Senior Paraplanner) will work alongside the Client Manager, using cashflow forecasting to deliver a highly personalised holistic financial planning service to a select group of London clients. Given the complexity of the service delivered to these high net worth clients the successful Financial Planner (Senior Paraplanner) will be highly technical and Diploma qualified as a minimum. This is not an advising role, but you will be responsible for technical research, producing recommendations and delivering an exceptional client service and will therefore be involved in client meetings with the Client Managers.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 Planner (Senior Paraplanner), Responsibilities:
Keyskills :
Financial Planning HNW Holistic Financial Planning Paraplanning Technical Research