Paraplanner

Job Description

Financial Planner (Paraplanner, Senior Paraplanner). Salary: £30-45,000 (dependant on experience), plus an exceptional benefits package including; 23 days holiday + bank holidays + 12 wellbeing days + support with professional training + 10% employerspension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme. Home Working and Flexibility: While this role is based in Paradigm Nortons Bristol head office (Ham Green, BS20) with easy access to M4/M5 we are happy to facilitate a degree of home working (up to 50% of the time). We are also happy toconsider flexible or part-time working arrangements (shorter working days, 4-day week etc.)The Role: I am recruiting a Financial Planner (Paraplanner, Senior Paraplanner) on behalf of Paradigm Norton, an award-winning financial planning firm with offices in London and Bristol. The Financial Planner (Paraplanner, 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 clients. Given the complexity of the service delivered to these high net worth clients the successfulFinancial Planner (Paraplanner, Senior Paraplanner) will be highly technical and preferably Diploma qualified. This is not an advising role, but you will be responsible for technical research, producing recommendations and delivering an exceptional clientservice 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 70across 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 becamean 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 complexfinancial issues and strategies for high net worth clients into workable solutions.Financial Planner (Paraplanner, Senior Paraplanner), Responsibilities:

• Work alongside the Client Managers to deliver a highly personalised holistic financial planning service to a select group of clients.
• Attend client meetings with Client Managers and keep in regular communication with clients, by telephone, email and letter.
• Produce excellent standards of client work including compliant recommendations and reports.
• Undertake technical research for both client work and personal development.
• Analyse portfolios, benchmarking, rebalancing and on-going portfolio maintenance.
• Delegate tasks effectively to the support team, ensuring the highest levels of client service are delivered.
• Maintain up to date knowledge of developments in legislation, investment and technology.
• Contribute to development of best practice within the Financial Planning Team and wider firm initiatives.

Financial Planner (Paraplanner, Senior Paraplanner), Skills and Experience:

• 3 years + experience in a similar role (Financial Planner, Paraplanner).
• Diploma in Financial Planning (Dip PFS) - highly preferable
• Preferably working towards Certified/Chartered Financial Planner qualifications (support with this will be provided).
• Good knowledge and experience of all areas of financial planning - cashflow modelling, investment portfolio management, pensions, protection, estate planning etc.
• Experience of dealing with high net worth clients and working alongside other professionals i.e. Solicitors.
• A strong technology and mathematical aptitude.
• The ability to manage workflow and delegate tasks effectively.
• A strong relationship builder and collaborative team player with a customer centric approach.

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 Financial Planner (Paraplanner, Senior Paraplanner) will thereforeenjoy a highly rewarding career, working for an award winning and progressive company who invest in, value and reward their staff.Dawn OShea is a recruitment partner, recruiting the Financial Planner (Paraplanner, Senior Paraplanner) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed you will be contactedby telephone in the first instance to discuss the role and your requirements in more detail.

Keyskills :
Holistic Financial PlanningParaplanningTechnical ResearchIndependent Financial AdviceDipPFS