We are recruiting a Financial Planner for Paradigm Norton’s central London office (EC1V). The successful Financial Planner will support the Client Relationship Managers with the day to day management of their clients’ accounts. You will assist in client meetings and follow-up actions, liaising with clients on a day to day basis. You will enjoy the encouragement and support required to achieve Chartered or Certified Financial Planner status and to become CF30 qualified, taking on a full advisory role when your experience allows.
The Person: You will be a Financial Planner or experienced Paraplanner who is Diploma qualified (Dip PFS) and keen to be involved in client meetings and develop your level of expertise and professional qualifications. The successful candidate is likely to have experience of holistic financial planning and dealing with high net worth clients.
Salary: £45,000 to £60,000 plus generous benefits package (including 23 days’ holiday + bank holidays + 12 refresher/study days + support with professional training + generous employers pension contribution + income protection benefit + private medical insurance + life assurance etc.)
Please send all enquiries to Dawn O’Shea (email@example.com). Dawn is recruiting the Financial Planner directly on behalf of Paradigm Norton Financial Planning Ltd. 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.
Episode 82 - Being a business owner and making mistakes with Roger Kennedy
In this episode, Adam & Roger go through how they met at the XYPN Conference in Dallas, being a business owner, making mistakes and how his firm have dealt with lockdown.
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