Paraplanner (with Client-Facing Responsibility)
Paraplanner (with Client-Facing Responsibility)Salary: £45,000 - £60,000 (DOE and qualifications) + company benefitsLocation: 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 RoleInitially, 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 casesAttending client meetings alongside the Senior Financial PlannerDay-to-day client contact, including answering queries, taking phone calls and building strong client relationshipsPreparing and presenting elements of advice within meetings (for example, cashflow modelling)Liaising with administrators to ensure efficient case progressionMaintaining high standards of compliance, accuracy and client serviceAbout YouLevel 4 Diploma qualified as a ..... full job details .....
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