Average Paraplanner salary in Lichfield

If you like the idea of running a £multi-million store and inspiring your team to be proud of everything you’ve achieved together, you’re going to find this a hugely rewarding role.  One day could find you sorting out deliveries, placing orders and scheduling hours to meet operational efficiency targets. The next, you might be focused on people management and performance, handling customer queries or carrying out till spot checks. And all the while you’ll handle the over-riding goals of maximising sales in your store, ensuring great customer service, minimising costs and optimising operational efficiency.  Our Store Managers are passionate about doing well; motivating and developing their teams to deliver excellent customer service.  You’ll need to be: An experienced people-managerUsed to leading teams in a fast-paced, stakeholder/customer driven environmentSkilled in time management, cost control and boosting operational efficiencyMotivated to consistently achieve targets Please note, the salary displayed is based on a 45 hours per week contract. Aldi are also able to offer 40 hour contracts and in these instances the salary offered would be pro-rated. 

Paraplanner (with Client-Facing Responsibility)Salary: £45,000 - £60,000 (DOE & 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 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 planningComfortable and confident communicating with clientsKeen to develop presentation and advisory skills over timeProactive, detail-oriented and collaborative in your approachProgressionThere is a clearly defined long-term pathway into a Financial Planner role, including managing your own bank of clients, for the right individual.The PackageSalary £45,000 - £60,000 depending on experience and qualificationsCompany benefits packageHybrid working: 3 days per week in the Lichfield office, 2 days from homeLong-term career development and progression into Financial PlanningIf 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.

Paraplanner - HYBRID WORKING Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Paraplanner.Key Responsibilities include:Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients.Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support.Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making.Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.Knowledge & Experience:Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service.Proficiency in writing complex reports and conducting detailed case assessments.Ability to analyse information, identify key insights, and make well-supported recommendations.In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations.The ideal candidate will ideally hold Chartered status, have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement.This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well- regarded and supportive financial planning firm who offer attractive salary, great benefits and hybrid working