Job Specification

Salary: c.£25,000, depending on experience and qualifications

Paradigm Norton is an award-winning, fee-only financial planning firm, based in the South-West. Our approach is to always put the client at the heart of everything we do. We have a head office in Bristol and an office in Torquay.

We are proud to boast one of the most talented and highly qualified financial planning teams in the UK. We employ individuals with the insight and capacity to readily translate complex financial issues and strategies into workable solutions for our clients. We like a challenge and we are fun to work with.

We are looking for a high-calibre financial planner to join our head office in Bristol. Ideally, this person should be a graduate.

The Role

  • Supporting the client relationship managers in delivering a high quality service to our clients
  • Preparation of detailed reports
  • Technical research
  • Analysis of portfolios, benchmarking, rebalancing etc.
  • Using platforms
  • Liaising with investment/insurance companies to ensure information is accurate and up to date
  • Liaising with clients, by email, letter and telephone
  • Additional tasks to support the team, as required

Skills and Experience

The successful candidate will have:

  • A degree – desirable but not essential
  • Previous experience in financial services, preferably in a similar organisation
  • The Diploma in Financial Planning
  • Good technical knowledge of investments, pensions, tax, protection, trusts and wills
  • A professional appearance and confident manner
  • An eye for detail and high levels of accuracy in their work
  • Excellent communication skills
  • Excellent IT skills – knowledge of Microsoft Office applications. Enhanced Excel skills would be desirable
  • A team player with a “can do” attitude
  • Knowledge of back office systems

The Benefits

  • A competitive salary of c.£25,000, depending on skills and experience
  • 23 days holiday
  • Group Life Assurance scheme (4 times salary)
  • Private medical insurance for employees, their spouses/partners and any dependent children
  • Permanent health insurance scheme
  • Employer’s pension contribution
  • Free on-site parking
  • Comfortable modern offices

9.00 – 5.30, Monday to Friday

If you would like to know more about working at Paradigm Norton or our current vacancies then in the first instance please call our HR Manager – Rachel Pratt on 01275 370 670

Bristol Office
Paradigm House
Macrae Road
Ham Green
BS20 0DD
Tel: 01275 370 670
Fax: 01275 370 671
View map / directions
Torquay Office
Pomona House
Oak View Close
Edginswell Park
Tel: 01803 618 318
Fax: 01803 411 850
View map / directions
London Office
140-142 St John Street
Tel: 020 7269 7960
View map / directions

© Paradigm Norton 2015

Paradigm Norton Financial Planning Limited
is authorised and regulated by
the Financial Conduct Authority.

Our FCA Register number is 455083
Registered in England Reg. No 4220937
VAT Reg. No 918550904

Registered Address

Paradigm House,
Macrae Road,
Ham Green,
BS20 0DD