Paraplanner

Paraplanner/Trainee ParaplannerLocation: - 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 and 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.

Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.

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 and 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 - 2 days a week at home.• Monday to ..... full job details .....