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 very 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 very 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 (Financial Planner) 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 Senior Paraplanner (Technical Specialist) to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. Working in a collaborative, client-focused team you will work closely with the Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details

I am recruiting an experienced Paraplanner to join the team at to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. The Opportunity : The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered click apply for full job details

The Role: I am recruiting a Chartered Building Surveyor (Senior Building Surveyor) on behalf of Easton Bevins, a progressive and ambitious Property Consultancy. Easton Bevins has been established in Bristol for nearly 40 years, and their on-going success and reputation for technical and service excellence has resulted in the opening of offices in London, Cardiff, Birmingham and Manchester click apply for full job details

I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details

The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. Working in a collaborative, client-focused team you will work closely with the Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details

I am recruiting an experienced Paraplanner to join the team at to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. The Opportunity : The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered click apply for full job details

The Role: I am recruiting a Chartered Building Surveyor to join the team at Easton Bevins, a progressive and ambitious Property Consultancy. Easton Bevins has been established in Bristol for nearly 40 years, and their on-going success and reputation for technical and service excellence has resulted in the opening of offices in London, Cardiff, Birmingham and Manchester. This Chartered Building Surveyor role provides an opportunity to join the small and expanding central London office (WC1R), working for a wide variety of clients (including several large management companies), assessing and providing technical advice on a wide range of projects (refurbishments, high-rise developments, roofing projects etc.), in and around central London. Easton Bevins are not a 'tick-box' firm, their work requires independent thought and critical thinking, and the successful Building Surveyor will enjoy the responsibility and autonomy to make a marked contribution to the success of the business. As the London team expands your contribution will be recognised and you will be rewarded with on-going career development and the opportunity to progress into management. The Person: The successful Building Surveyor will have experience of working on a range building surveying projects, including contracts, JCTs, fire safety/fire risk assessments etc. They will ideally be Chartered with 2+ years post APC experience. We will however consider candidates who are close to becoming Chartered and demonstrate the right attributes for development, or candidates with more experience who have the client connections required to generate additional business. The salary offered and the benefits package will be highly competitive and will reflect your level of experience. Salary and Benefits (dependent on skills and experience): Basic salary £50,000 - £75,000 (dependant on experience) + uncapped bonus (25% of all fees above 2.75 salary target) + additional discretionary bonus + continued professional development and professional memberships + NHS cash-plan + private healthcare scheme + company pension + 23-26 days holiday + bank holidays + company events + flexible/hybrid working etc. (you will have the autonomy to manage your own diary, but it is likely that you will we be in the office c.1 day per week, and on client sites, in and around central London, c.3 days a week). The Company: Easton Bevins are a multidisciplinary property consultancy who provide a wide range of services to meet their clients' many and varied requirements. Their expert advice relating to land and property helps reduce the risks associated with the acquisition, occupation and disposal of buildings. Established in 1989, they are known for their honest approach, clear, concise advice and high standards of professional support. They provide advice and support throughout the entire property lifecycle. A member of RICS, their vast experience in all areas of the property and construction industry ensures that their service is second to none. Chartered Building Surveyor, Skills and Experience: Ideally Chartered with 2+ years post APC experience (MRICs or MCIOB, MEWI, MFPWS and/or MIfirE) or equivalent. We will consider candidates who are close to becoming Chartered or candidates with more experience and a higher level of seniority. Project management skills with experience of working on a range building surveying projects, including contracts, JCTs, fire safety/fire risk assessments etc. and excellent commercial awareness. A good understanding of construction technology, construction contracts and legislation A strong relationship builder, with the ability to build and maintain strong relationships with new and existing clients and a commitment to providing a service that is second to none. A methodical approach, with great attention to detail, a creative approach to problem solving and the ability to work calmly under pressure. Advanced written and verbal communication skills, numerically adept and analytical. A collaborative team player, with the ability to work proactively and independently. Resilient, dependable and determined. A full UK Driving License. Dawn O'Shea is recruiting the Chartered Building Surveyor directly on behalf of Easton Bevins so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.

I am recruiting an experienced Paraplanner to join the team at to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. The Opportunity : The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered click apply for full job details