CV Elite Limited
Pill, Somerset
The Role : I am recruiting a Financial Planning Assistant for Paradigm Norton s Bristol office to support with the provision of financial planning and portfolio management services to high-net-worth clients. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however they will not be expected to know the intricacies of financial planning as training and support will be provided. They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning. As well as enjoying a responsible and highly varied role, the successful Financial Planning Assistant will also have the opportunity, if they so choose, to study for professional exams and progress their career in financial planning. Salary and Benefits: Salary up to £35,000 (dependent on experience) plus an exceptional benefits package including 23 days holiday + 12 wellbeing days + bank holidays + hybrid working + support with professional training + 10% employers pension contribution + profit share + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme. Home Working and Flexibility: People matter, and Paradigm Norton believe that having a good work/life balance is crucial to positive mental health and wellbeing. Paradigm Norton operate a hybrid working model, so while this Financial Planning Assistant role is based in Paradigm Norton s Bristol head office (Ham Green, BS20) with easy access to M4/M5, once established we are happy to facilitate a degree of home working (up to 50% of the time). We are also open to 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. Financial Planning Assistant (Financial Services Administrator), responsibilities include: Providing the administrative assistance involved in providing financial planning and portfolio management services to high-net-worth clients. Assisting the Client Managers with collating data and preparing for client annual reviews. Assisting in the production of relevant paperwork such as valuations, reports, illustrations, client letters, application forms, spreadsheets, presentations etc. Ensuring the client database is up to date, checking and updating valuations, obtaining accurate policy information and updating back-office system accordingly. Processing new business applications and dealing as required Developing relationships with clients, communicating with them by letter, email and phone, arranging client meetings and collating supporting documents. Coordinating the Client Managers activities, correspondence and communication, organising and prioritising accordingly and following up on action points as necessary. Managing incoming post and tasks generated, taking ownership where possible, keeping clients and Client Managers updated, following up on outstanding actions and monitoring through to conclusion. General administration - filing and scanning documents, updating spreadsheets, typing, actioning post and answering the telephone as required. Financial Planning Assistant (Financial Services Administrator), skills required: Previous experience of working in a highly involved support role in a financial services organisation. An understanding of financial planning is not essential, but you will be keen to learn and an interest in financial planning. Enthusiastic, proactive, commercially astute, with a proven record of taking responsibility and self-motivation. Excellent written and verbal communication skills, with strong analytical, administrative and organisational skills and fanatical attention to detail. Intelligent with high levels of numeracy and IT literacy (especially Word, Excel and Outlook) and adaptable to change. A strong relationship builder and excellent team player, with a caring and considerate approach. An affinity with the company values of people matter and setting the bar high . Dawn O Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) 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 within the next 14 days to discuss the role and your requirements in more detail.
The Role : I am recruiting a Financial Planning Assistant for Paradigm Norton s Bristol office to support with the provision of financial planning and portfolio management services to high-net-worth clients. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however they will not be expected to know the intricacies of financial planning as training and support will be provided. They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning. As well as enjoying a responsible and highly varied role, the successful Financial Planning Assistant will also have the opportunity, if they so choose, to study for professional exams and progress their career in financial planning. Salary and Benefits: Salary up to £35,000 (dependent on experience) plus an exceptional benefits package including 23 days holiday + 12 wellbeing days + bank holidays + hybrid working + support with professional training + 10% employers pension contribution + profit share + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme. Home Working and Flexibility: People matter, and Paradigm Norton believe that having a good work/life balance is crucial to positive mental health and wellbeing. Paradigm Norton operate a hybrid working model, so while this Financial Planning Assistant role is based in Paradigm Norton s Bristol head office (Ham Green, BS20) with easy access to M4/M5, once established we are happy to facilitate a degree of home working (up to 50% of the time). We are also open to 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. Financial Planning Assistant (Financial Services Administrator), responsibilities include: Providing the administrative assistance involved in providing financial planning and portfolio management services to high-net-worth clients. Assisting the Client Managers with collating data and preparing for client annual reviews. Assisting in the production of relevant paperwork such as valuations, reports, illustrations, client letters, application forms, spreadsheets, presentations etc. Ensuring the client database is up to date, checking and updating valuations, obtaining accurate policy information and updating back-office system accordingly. Processing new business applications and dealing as required Developing relationships with clients, communicating with them by letter, email and phone, arranging client meetings and collating supporting documents. Coordinating the Client Managers activities, correspondence and communication, organising and prioritising accordingly and following up on action points as necessary. Managing incoming post and tasks generated, taking ownership where possible, keeping clients and Client Managers updated, following up on outstanding actions and monitoring through to conclusion. General administration - filing and scanning documents, updating spreadsheets, typing, actioning post and answering the telephone as required. Financial Planning Assistant (Financial Services Administrator), skills required: Previous experience of working in a highly involved support role in a financial services organisation. An understanding of financial planning is not essential, but you will be keen to learn and an interest in financial planning. Enthusiastic, proactive, commercially astute, with a proven record of taking responsibility and self-motivation. Excellent written and verbal communication skills, with strong analytical, administrative and organisational skills and fanatical attention to detail. Intelligent with high levels of numeracy and IT literacy (especially Word, Excel and Outlook) and adaptable to change. A strong relationship builder and excellent team player, with a caring and considerate approach. An affinity with the company values of people matter and setting the bar high . Dawn O Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) 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 within the next 14 days to discuss the role and your requirements in more detail.
CV Elite Limited
Luton, Bedfordshire
Chief Executive Officer (CEO). The Company: I am recruiting for an award winning, innovative and ambitious Accredited Financial Planning firm, based in Luton, LU1. Repeatedly voted as a top 100 Financial Planning firm they provide bespoke financial planning, estate planning and investment planning to HNW clients and they have been helping clients achieve financial freedom since 1999. The Role: The CEO is responsible for making strategic, financial, and operational decisions to ensure the long-term success of the business. You will be commercially astute, responsible for driving sustainable and profitable growth and ensuring that the financial planning proposition continues to attract and maintain long-term, high-quality relationships with HNW clients. The CEO will be a visionary and motivational leader and, working alongside the COO, will inspire the management team, ensuring a high-performance culture, which balances long-term strategic objectives with day-to-day delivery, ensuring compliance and operational excellence. The Person: The successful CEO will have senior leadership and business development experience gained in financial services, ideally in financial planning/wealth management. They will have been accountable for developing strategy and ensuring the delivery of excellence in client service, profitable business growth, culture and compliance. They are likely to have worked as a Director / Senior Financial Planner, perhaps working as the number two in a successful IFA and be ready to take over as CEO, or they may have successfully established their own IFA but miss the management and strategy involved in leading a larger team. Salary and Benefits: A highly competitive salary and bonus, plus long-term bonus/incentive scheme + 28-30 days holiday + bank holidays + 10% pension + hybrid working (3 days in the office) + relocation allowance (if applicable) + private medical insurance + death in service + income protection benefit etc. CEO , responsibilities include: Lead on, develop and execute the firms long-term business strategy. Drive business growth and profitability, balancing commercial performance with service excellence. Alongside the COO, lead and oversee the management team, maintaining and developing a high-performance culture, aligned with company objectives. Lead the team of Financial Advisers (6 Financial Planners), supporting their development through weekly catch ups, quarterly 121 s and the delivering inspirational training and communication meetings. Agree growth targets with the Financial Advisers, ensuring that these are met, that risks are controlled and that best-in-class advice is provided. Lead business development initiatives, developing the firm s client base and revenue streams, ensuring the financial planning proposition continues to attract and maintain long-term, high-quality relationships with HNW clients. Support the team of Financial Advisers in creating new business opportunities through networking and strengthening the firms profile in the HNW and business-owner market, building and maintaining introducer and referral relationships and identifying and sharing insights regarding opportunities, market trends and competitor activity. Oversee and safeguard the financial stability of the firm through robust oversight of budgets, profitability, cashflow, financial planning and risk management. Represent the business externally, building strong professional relationships with clients, introducers, regulators, partners and industry peers, attending networking events, seminars and industry gatherings. Promote and protect the firm s culture, values, and reputation. Ensure all company projects are delivered effectively and aligned with strategic objectives. Report regularly to the Board/Shareholders on progress, performance, and strategy. CEO, experience required: Demonstrable success in a Director / CEO / Senior Leadership role. Extensive experience in financial services, with a strong understanding of FCA regulations, compliance requirements and the IFA sector - preferably with experience of working in financial planning/wealth management and ideally including professional qualifications (Level 4 Diploma in Financial Planning, Certified/Chartered Status) and exposure to HNW clients. Experience of developing and executing business strategy and vision. Strong commercial and financial acumen with a successful track record in business development and growth (turnover and profit). A quick decision maker who is embracing of technology and change A motivational leader and an emotionally intelligent, supportive and resilient manager, with the ability to hold senior team members accountable while inspiring great performance. Excellent communication, influencing, and negotiation skills. A strong relationship builder and networker with an aptitude for business development and he ability to represent the firm externally with authority and credibility. Dawn O Shea works as a freelance Recruitment Department and is recruiting the CEO directly on behalf of the company 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.
Chief Executive Officer (CEO). The Company: I am recruiting for an award winning, innovative and ambitious Accredited Financial Planning firm, based in Luton, LU1. Repeatedly voted as a top 100 Financial Planning firm they provide bespoke financial planning, estate planning and investment planning to HNW clients and they have been helping clients achieve financial freedom since 1999. The Role: The CEO is responsible for making strategic, financial, and operational decisions to ensure the long-term success of the business. You will be commercially astute, responsible for driving sustainable and profitable growth and ensuring that the financial planning proposition continues to attract and maintain long-term, high-quality relationships with HNW clients. The CEO will be a visionary and motivational leader and, working alongside the COO, will inspire the management team, ensuring a high-performance culture, which balances long-term strategic objectives with day-to-day delivery, ensuring compliance and operational excellence. The Person: The successful CEO will have senior leadership and business development experience gained in financial services, ideally in financial planning/wealth management. They will have been accountable for developing strategy and ensuring the delivery of excellence in client service, profitable business growth, culture and compliance. They are likely to have worked as a Director / Senior Financial Planner, perhaps working as the number two in a successful IFA and be ready to take over as CEO, or they may have successfully established their own IFA but miss the management and strategy involved in leading a larger team. Salary and Benefits: A highly competitive salary and bonus, plus long-term bonus/incentive scheme + 28-30 days holiday + bank holidays + 10% pension + hybrid working (3 days in the office) + relocation allowance (if applicable) + private medical insurance + death in service + income protection benefit etc. CEO , responsibilities include: Lead on, develop and execute the firms long-term business strategy. Drive business growth and profitability, balancing commercial performance with service excellence. Alongside the COO, lead and oversee the management team, maintaining and developing a high-performance culture, aligned with company objectives. Lead the team of Financial Advisers (6 Financial Planners), supporting their development through weekly catch ups, quarterly 121 s and the delivering inspirational training and communication meetings. Agree growth targets with the Financial Advisers, ensuring that these are met, that risks are controlled and that best-in-class advice is provided. Lead business development initiatives, developing the firm s client base and revenue streams, ensuring the financial planning proposition continues to attract and maintain long-term, high-quality relationships with HNW clients. Support the team of Financial Advisers in creating new business opportunities through networking and strengthening the firms profile in the HNW and business-owner market, building and maintaining introducer and referral relationships and identifying and sharing insights regarding opportunities, market trends and competitor activity. Oversee and safeguard the financial stability of the firm through robust oversight of budgets, profitability, cashflow, financial planning and risk management. Represent the business externally, building strong professional relationships with clients, introducers, regulators, partners and industry peers, attending networking events, seminars and industry gatherings. Promote and protect the firm s culture, values, and reputation. Ensure all company projects are delivered effectively and aligned with strategic objectives. Report regularly to the Board/Shareholders on progress, performance, and strategy. CEO, experience required: Demonstrable success in a Director / CEO / Senior Leadership role. Extensive experience in financial services, with a strong understanding of FCA regulations, compliance requirements and the IFA sector - preferably with experience of working in financial planning/wealth management and ideally including professional qualifications (Level 4 Diploma in Financial Planning, Certified/Chartered Status) and exposure to HNW clients. Experience of developing and executing business strategy and vision. Strong commercial and financial acumen with a successful track record in business development and growth (turnover and profit). A quick decision maker who is embracing of technology and change A motivational leader and an emotionally intelligent, supportive and resilient manager, with the ability to hold senior team members accountable while inspiring great performance. Excellent communication, influencing, and negotiation skills. A strong relationship builder and networker with an aptitude for business development and he ability to represent the firm externally with authority and credibility. Dawn O Shea works as a freelance Recruitment Department and is recruiting the CEO directly on behalf of the company 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.