Graduate Trainee, Chartered Financial Planning

CV Elite Ltd
09 Feb 2017
09 Mar 2017
Contract Type
Full Time

I am recruiting an exceptional Graduate who is looking for a long term career in Financial Planning to enter Paradigm Norton’s Graduate Programme. You will train to become a Chartered and Certified Financial Planner as well as a Chartered Wealth Manager ready to lead client relationships and help clients achieve their future aspirations.

Salary: £20,000 - £22,500 + substantial salary increases as you progress through the training programme + study leave and financial support with training + a market leading benefits package (including 23 days holiday + company pension + private medical insurance + income protection benefit + life insurance + free parking etc.)

The Company: Paradigm Norton are an award-winning financial planning firm based in Ham Green, Bristol (BS20). With the intimacy and dynamic approach of a smaller business yet the opportunities of a much larger business they are proud to boast one of the most talented and highly qualified financial planning teams in the UK, employing individuals with the insight and capacity to readily translate complex financial issues and strategies for high net worth clients into workable solutions.

Services provided by Paradigm Norton include investment & wealth management, pensions & retirement planning, lifetime cash flow projection, personal tax services, inheritance tax planning and giving and philanthropy planning. Paradigm Norton strives to point towards a life well lived, not just money well preserved.

As the company solely focuses on the financial and tax planning needs of their clients you will be certain that a career in financial planning is your end destination.

The Graduate Programme: As a Paradigm Norton graduate trainee you will benefit from a manager dedicated to your personal development, a buddy to assist you day to day and an excellent training regime including paying for exam entry and all revision material as well as a generous bonus scheme for exam passes. In return you will be expected to work and study hard to navigate the exams and professional qualifications, inevitably requiring some weekend and evening study, in addition to the one day a month study leave provided by the company. From month one of this five-year scheme you will be involved in client meetings and professional events.

Graduate Trainee, Requirements:

  • You must be enthusiastic, keen to learn, proactive with a proven record of taking responsibility and working well in teams.

  • Excellent written and verbal communication skills, with strong analytical skills and fanatical attention to detail.

  • Commercially astute, preferably with experience demonstrating an interest in Financial Planning

  • A 2:1 degree (or on track for) and a minimum of 280 UCAS points

  • Recent graduate (2017 or within the last 3 years)

  • Highly IT Literate

Dawn O’Shea recruits directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. The closing date is 28th February so if you are successful in being shortlisted you will be contacted within the first two weeks of March to discuss the role and your requirements in more detail. The first stage interviews will be held on 21st or 22nd of March and the final stage interview on 7th April.