Paraplanner (with Client-Facing Responsibility)
Salary: £45,000 - £60,000 (DOE & qualifications) + company benefits
Location: Lichfield - Hybrid working (3 days office / 2 days home)
I am recruiting on behalf of a well-established and growing financial planning firm based in Lichfield, who are looking to appoint an experienced Paraplanner into a key, progressive role within the business.
This is an excellent opportunity for a technically strong Paraplanner who enjoys working closely with clients and is keen to develop towards a Financial Planner position in the future.
The Role
Initially, the role will be predominantly paraplanning-focused, working very closely with a Senior Financial Planner across all client cases. You will also have increasing client-facing responsibility, supported by dedicated administrators.
Over time, the role will evolve to include more involvement within client meetings and the delivery of advice elements.
Key responsibilities will include:
- End-to-end paraplanning support across a broad range of financial planning cases
- Attending client meetings alongside the Senior Financial Planner
- Day-to-day client contact, including answering queries, taking phone calls and building strong client relationships
- Preparing and presenting elements of advice within meetings (for example, cashflow modelling)
- Liaising with administrators to ensure efficient case progression
- Maintaining high standards of compliance, accuracy and client service
About You
- Level 4 Diploma qualified as a minimum (essential)
- Ideally working towards Chartered status (or with a clear intention to do so)
- An experienced Paraplanner with strong technical knowledge across pensions, investments and wider financial planning
- Comfortable and confident communicating with clients
- Keen to develop presentation and advisory skills over time
- Proactive, detail-oriented and collaborative in your approach
Progression
- There is a clearly defined long-term pathway into a Financial Planner role, including managing your own bank of clients, for the right individual.
The Package
- Salary £45,000 - £60,000 depending on experience and qualifications
- Company benefits package
- Hybrid working: 3 days per week in the Lichfield office, 2 days from home
- Long-term career development and progression into Financial Planning
If you’re an experienced, Level 4 qualified Paraplanner looking for more client exposure and a genuine route into advice, this is a rare and exciting opportunity.
Sector:
- Financial Services
- Financial Planning
