CV Elite Ltd
The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients' goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the outset, working to deliver frequently complex financial planning services to high-net-worth clients. You will be responsible for technical research, cash flow modelling, producing recommendations and delivering an exceptional client service with the opportunity to progress, with time, into advising. The Person: The successful Paraplanner will have a minimum of 1 years' Paraplanning experience and is likely to be Diploma qualified (or close to becoming qualified) - we are happy to consider candidates with more experience, and the salary paid will reflect this. You will be proactive, curious, keen to question and learn and driven by finding the best solution for the clients. Salary: Competitive and negotiable (dependant on experience), plus an exceptional benefits package including; 23 days' holiday + 12 wellbeing days + bank holidays + support with continued professional development (including progression to Chartered/Certified status) + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme + profit share. Home Working and Flexibility: We are happy to facilitate hybrid working (c.2 days per week from home) but as this role is supporting a London based Client Managers, with heavy involvement in client meetings, a willingness to commute to the London office (EC1M) is essential. We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.) 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: Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments, tailored to meet the client's requirements. Collaborate with the Client Director to evaluate and recommend suitable financial strategies that align with the clients' needs and objectives. Monitor and review client portfolios, identifying opportunities for optimisation and presenting recommendations based on market trends and performance analysis. As appropriate, assist with dealing. Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies. Foster a relationship with clients: attend client meetings, address their queries, resolve issues, and provide ongoing support throughout the financial journey. Continue with your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology. Paraplanner, Skills and Experience: A minimum of 1 years' paraplanning experience. Diploma qualified, or close to becoming qualified. (Dip PFS or equivalent) Keen to study for Certified/Chartered Financial Planner qualifications (support with this will be provided). A good understanding of all areas of financial planning - investment portfolio management, tax planning, pensions, protection, estate planning, cash flow planning etc. Proficient in financial planning software (e.g. Intelligent Office, Voyant etc.) 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 that invests in their partners and values and rewards individual contributions. 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.
The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients' goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the outset, working to deliver frequently complex financial planning services to high-net-worth clients. You will be responsible for technical research, cash flow modelling, producing recommendations and delivering an exceptional client service with the opportunity to progress, with time, into advising. The Person: The successful Paraplanner will have a minimum of 1 years' Paraplanning experience and is likely to be Diploma qualified (or close to becoming qualified) - we are happy to consider candidates with more experience, and the salary paid will reflect this. You will be proactive, curious, keen to question and learn and driven by finding the best solution for the clients. Salary: Competitive and negotiable (dependant on experience), plus an exceptional benefits package including; 23 days' holiday + 12 wellbeing days + bank holidays + support with continued professional development (including progression to Chartered/Certified status) + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme + profit share. Home Working and Flexibility: We are happy to facilitate hybrid working (c.2 days per week from home) but as this role is supporting a London based Client Managers, with heavy involvement in client meetings, a willingness to commute to the London office (EC1M) is essential. We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.) 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: Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments, tailored to meet the client's requirements. Collaborate with the Client Director to evaluate and recommend suitable financial strategies that align with the clients' needs and objectives. Monitor and review client portfolios, identifying opportunities for optimisation and presenting recommendations based on market trends and performance analysis. As appropriate, assist with dealing. Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies. Foster a relationship with clients: attend client meetings, address their queries, resolve issues, and provide ongoing support throughout the financial journey. Continue with your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology. Paraplanner, Skills and Experience: A minimum of 1 years' paraplanning experience. Diploma qualified, or close to becoming qualified. (Dip PFS or equivalent) Keen to study for Certified/Chartered Financial Planner qualifications (support with this will be provided). A good understanding of all areas of financial planning - investment portfolio management, tax planning, pensions, protection, estate planning, cash flow planning etc. Proficient in financial planning software (e.g. Intelligent Office, Voyant etc.) 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 that invests in their partners and values and rewards individual contributions. 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.
CV Elite Ltd
Wotton-under-edge, Gloucestershire
The Role: We are looking for a talented Private Client Solicitor with a minimum of 1 years' post qualification experience, or a Legal Executive with private client experience, who is keen to learn and progress. The successful Private Client Solicitor will have worked across a range of private client matters and will have experience advising on and drafting Wills and Lasting Powers of Attorney and dealing with probate and administration of estates. You will have experience of dealing with a variety of frequently complex matters simultaneously, often under pressure, and will be keen to further build your technical knowledge and experience. The Opportunity: This provides you with the scope to develop your technical skills and take full ownership of your work, working alongside and receiving on-going training and development from four Senior Lawyers, while being supported by a dedicated team of Paralegals. You will be involved in client meetings from the outset, enabling you to build close and long-term client relationships and when your confidence and technical skills allow, you will be encouraged and supported in building your own case load. You will receive the training required to achieve technical excellence across the full spectrum of private client work, including complex tax and trust matters, with the option to specialise as your interests evolve. The Private Client Solicitor role provides a great opportunity to join an independent firm with a reputation for excellence, where your voice is genuinely heard and your contribution truly matters. Loxley offers a supportive, collaborative culture, with a flexible management style and strong family-led values, where you will feel fulfilled and valued, while combining an exciting career with an excellent quality of life. Location: Loxley's office is a beautifully converted mill on the edge of the Cotswolds near Wotton-under-Edge, with easy access to the M5 (4 miles from junction 14) and just north of Bristol. Private Client Solicitor, Salary and Benefits : Salary £55-70,000 (dependant on experience) plus bonus and an exceptional benefits package including 28 days' holiday (increasing with length of service) + bank holidays + hybrid working + 4x salary death-in-service + private health care (whole family) + critical illness cover + group income protection benefit + pension + free parking + complimentary electric car charging. We are happy to facilitate a degree of home working and will also consider flexible or part-time working arrangements. The Company: Loxley is a specialist law firm for the rural property and agricultural sector, recognised as the experts in their field. Their clients include traditional landed estates, farming businesses, landlords and tenants, institutional landowners and private clients. Founded in 2007 by three experienced and highly regarded lawyers from one of the UK's leading agricultural and property firms, they now have a team of 27 Solicitors (plus Trainees and Paralegals) who advise on litigation and dispute resolution, property transactions, planning and development and specialist advisory work, while also supporting their clients with Private Client work. They are focused on serving the rural world, standing apart from the over-crowded landscape of multi-sector practices. They have designed every aspect of their firm to protect their clients' land and assets, optimise their business and secure their family's financial well-being. They develop strong relationships with their clients, working collaboratively to share knowledge and provide specialist advice, delivering a personal and effective service at a price that is fair and reasonable and to a quality standard that is outstanding. Dawn O'Shea is recruiting the Private Client Solicitor directly on behalf of Loxley so NO AGENCIES PLEASE. If your CV is short-listed, you will be contacted within 14 days to discuss your application in more detail.
The Role: We are looking for a talented Private Client Solicitor with a minimum of 1 years' post qualification experience, or a Legal Executive with private client experience, who is keen to learn and progress. The successful Private Client Solicitor will have worked across a range of private client matters and will have experience advising on and drafting Wills and Lasting Powers of Attorney and dealing with probate and administration of estates. You will have experience of dealing with a variety of frequently complex matters simultaneously, often under pressure, and will be keen to further build your technical knowledge and experience. The Opportunity: This provides you with the scope to develop your technical skills and take full ownership of your work, working alongside and receiving on-going training and development from four Senior Lawyers, while being supported by a dedicated team of Paralegals. You will be involved in client meetings from the outset, enabling you to build close and long-term client relationships and when your confidence and technical skills allow, you will be encouraged and supported in building your own case load. You will receive the training required to achieve technical excellence across the full spectrum of private client work, including complex tax and trust matters, with the option to specialise as your interests evolve. The Private Client Solicitor role provides a great opportunity to join an independent firm with a reputation for excellence, where your voice is genuinely heard and your contribution truly matters. Loxley offers a supportive, collaborative culture, with a flexible management style and strong family-led values, where you will feel fulfilled and valued, while combining an exciting career with an excellent quality of life. Location: Loxley's office is a beautifully converted mill on the edge of the Cotswolds near Wotton-under-Edge, with easy access to the M5 (4 miles from junction 14) and just north of Bristol. Private Client Solicitor, Salary and Benefits : Salary £55-70,000 (dependant on experience) plus bonus and an exceptional benefits package including 28 days' holiday (increasing with length of service) + bank holidays + hybrid working + 4x salary death-in-service + private health care (whole family) + critical illness cover + group income protection benefit + pension + free parking + complimentary electric car charging. We are happy to facilitate a degree of home working and will also consider flexible or part-time working arrangements. The Company: Loxley is a specialist law firm for the rural property and agricultural sector, recognised as the experts in their field. Their clients include traditional landed estates, farming businesses, landlords and tenants, institutional landowners and private clients. Founded in 2007 by three experienced and highly regarded lawyers from one of the UK's leading agricultural and property firms, they now have a team of 27 Solicitors (plus Trainees and Paralegals) who advise on litigation and dispute resolution, property transactions, planning and development and specialist advisory work, while also supporting their clients with Private Client work. They are focused on serving the rural world, standing apart from the over-crowded landscape of multi-sector practices. They have designed every aspect of their firm to protect their clients' land and assets, optimise their business and secure their family's financial well-being. They develop strong relationships with their clients, working collaboratively to share knowledge and provide specialist advice, delivering a personal and effective service at a price that is fair and reasonable and to a quality standard that is outstanding. Dawn O'Shea is recruiting the Private Client Solicitor directly on behalf of Loxley so NO AGENCIES PLEASE. If your CV is short-listed, you will be contacted within 14 days to discuss your application in more detail.
