Paraplanner

Paraplanner, The Role: I am recruiting a talented Paraplanner on behalf of Paradigm Norton, an award-winning financial planning firm. Working in Paradigm Norton’s Financial Planning hub, this is a remote/hybrid role where you will enjoy a high degree of autonomy while still benefitting from the highest level of training, support and personal development. This is a fantastic opportunity for a career Paraplanner to work remotely providing financial planning support while still be closely involved in the client experience. The successful Paraplanner will collaborate with a variety of Client Managers, working together to build and implement financial planning solutions to meet a variety of client needs and personal goals. You will also work closely with other members of the Hub team, developing resources and defining best practice to help support Paraplanners across the business.

Salary: £35,000 - £45,000, plus an exceptional benefits package including; 23 days’ holiday + 12 wellbeing days + bank holidays + support with continued professional development including progression to Chartership + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + profit share.

Home Working and Flexibility: People matter, and Paradigm Norton believe that having a good work/life balance is crucial to positive mental health and wellbeing. We are open to part-time applications, whereby you work a shorter working week, or shorter working days. As Paradigm Norton operate a hybrid working model, we welcome applications from further afield, although you will be required to travel to Paradigm Norton’s Bristol office (or another office, to be agreed) on a weekly or fortnightly basis for training and teambuilding events.

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 will include:

• Producing high-quality client recommendations, covering a wide range of financial planning areas including pensions, investments, estate planning and protection.
• Undertaking technical research and analysis for existing and new investment portfolios.
• As appropriate, assist with dealing.
• Providing technical support to Client Managers and other Paraplanners.
• Contributing to the development of best practice within the Financial Planning Team.
• Continuing your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology.

Paraplanner, Skills and Experience:

• 12 months’ + experience in a similar role
• An understanding of all areas of financial planning - cashflow planning, investment portfolio management, tax planning, pensions, protection, estate planning etc.
• Diploma qualified (Dip PFS) or close to becoming diploma qualified.
• Proficient in financial planning software (Intelligent Office, Voyant or similar), capable of leveraging such technology to streamline processes and analysis.
• A strong technology, problem-solving and mathematical aptitude.

Paraplanner, Behaviours and Competencies:

• You’ll always have clients at the forefront of your thoughts, seeking opportunities to surprise and delight at all times, thinking outside the box to best meet their needs.
• You will confidently build relationships with clients, colleagues and connections.
• You’ll be a real team player who naturally collaborates with others, understands and appreciates others’ experiences, manages workflow and delegates tasks effectively.
• You take an interest in your development and will seek out learning opportunities, showing curiosity and willingness to explore multiple possibilities or to challenge the norm.

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 Paraplanner will therefore enjoy a highly rewarding career, working for an award winning and progressive company who invest in, value and reward their staff.

Dawn O’Shea is the Recruitment Partner, recruiting the 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 contacted by telephone in the first instance to discuss the role and your requirements in more detail.