Paraplanner - Paradigm Norton (Bristol/London/Remote)

Rebecca_Tuck

Job Description

We’re looking for a technically excellent paraplanner to join our Financial Planning Hub at Paradigm Norton. The Financial Planning Hub is a fantastic opportunity for a career paraplanner to champion and provide high-quality technical expertise and financial planning support.

Within the Financial Planning Hub, you 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.

As part of the role, you will be involved in:

• 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.
• Providing technical support to client managers and other paraplanners.
• Contributing to 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.

The opportunities are endless. No day will be the same, and there’s scope to support wider firm initiatives; getting involved in projects, joining our investment committee, supporting the work of the PN Trust, becoming one of our B-Corp ‘beekeepers’ and much more!

Who would we like to join us?

We recognise that not every paraplanner wishes to become a client manager/adviser, and we can offer a different career path for those with a variety of skills and experience to bring to the table.

Technical knowledge / experience:

• You’ll have excellent knowledge and experience of all areas of financial planning – cashflow planning, investment portfolio management, tax planning, pensions, protection, estate planning etc. having worked in a similar role for a minimum of 3 years.
• You will be Diploma qualified as a minimum, if not already Chartered and/or Certified.
• You will have a strong technology, problem-solving and mathematical aptitude.

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.

Who are we?

We are one of the largest and truly independent financial planning companies in England. Our ethos, at the core of everything we do, is ‘money matters, but life matters more’. Established in 2001, and operating out of 4 office locations (Bristol, London, Torquay, and Exeter), we at Paradigm Norton excel in delivering a refreshing approach and a distinctive way of thinking about finance and money.

We’ve achieved several milestones over the years which we believe set us apart as a unique company. We’re award-winning, Employee-Owned, and a certified B-Corporation, to name a few. We’re incredibly proud of our journey so far, and we’re excited to see where the road takes us.

We believe that everyone can grow and contribute, and this is where you come in. A career with us is a real opportunity to work alongside some of the industry’s best and brightest; where different skills, life experiences, approaches and insights are welcomed and valued.

Why join us?

This is more than just a job; we believe in ensuring that our partners enjoy their work and flourish in their roles.

People matter, and we believe that having a work/life balance is crucial to ensuring positive mental health and wellbeing. We currently operate a hybrid working model, and we welcome applications from further afield, although we do require travel to our offices on a fortnightly basis for training and teambuilding events.

We offer a generous and highly competitive salary (up to £43,000 outside of London, dependent on skills and experience), alongside financial support for further qualifications.

In addition, we will provide you with the following benefits:

• 23 days’ holiday plus 12 wellbeing days to take throughout the year
• Life Assurance scheme (4 times salary)
• 10% Employer’s Pension Contribution
• Income Protection Scheme
• Private Medical Insurance for employees, their spouses/partners and any dependent children as well as a Healthcare Cash Plan Scheme
• Cycle to Work Scheme

Contact

To apply for our role, please send your CV to our People Team: People@pnfp.co.uk – we can’t wait to hear from you!