The Role : I am recruiting an experienced and technically astute Paraplanner (internally referred to as a Financial Planner) on behalf of Paradigm Norton, an award-winning financial planning firm. The successful Paraplanner (Financial Planner) will work closely with a Client Director, creating comprehensive and bespoke financial plans that align with clients goals and aspirations. Given the complexity of the service delivered to this select group of high-net-worth clients the successful Paraplanner (Financial Planner) will be highly technical and Diploma qualified as a minimum. This is not an advising role, but you will be an important part of client meetings and will be responsible for technical research, cash flow modelling, preparing detailed reports, producing recommendations and delivering an exceptional client service. With time there will be the opportunity to move into advising.
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