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Paraplanner
Job Posted: 14 days ago
Salary: £ 35,000 - 40,000 / Annum
Job Type: Permanent
Location: Hertford, Hertfordshire
Expire in: 14 days
Job Description
Paraplanner/Trainee Paraplanner
Location: - Hertford.
Salary. Up to £40k DOE, with superb benefits.
Are you a Paraplanner looking to gain a huge amount of experience working for a fast-paced chartered financial planning company? Maybe you're a trainee Paraplanner looking for the next step up? If so, we are recruiting for this well-established Chartered Financial Planners who are based in Hertford.
Paraplanner Key Responsibilities:
Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection.
Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
CRM & Workflow Management: Maintain accurate client records and case notes in Enable.
Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.
Experience needed for Paraplanner: -
Ambitious: 1+ years as a paraplanner, with the drive to become an experienced member of the team and working towards your RQF level 4 Diploma in Financial Planning OR an experienced Paraplanner who has attained RQF level 4 Diploma in Financial Planning.
Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed.
Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency.
Self-Starter: You don't wait for instructions-you see what needs to be done and take the lead.
Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.
Working for our client you won't just support advisers-you'll drive the transformation of their operations.
Flexible working 1 day a week at home.
Monday to Friday
Email Marie Mcdermott your cv
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Hertford, Hertfordshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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