Paraplanner

JR United Kingdom; Hertford; On-site; GBP 30,000 - 40,000; Full time

Job summary

Join a well-established Chartered Financial Planning firm in Hertford as a Paraplanner. This role offers an exciting opportunity to develop your skills in a fast-paced environment, where you'll prepare high-quality suitability reports and manage operational workflows. You'll collaborate closely with advisers and administrators, ensuring a high standard of service while driving operational transformation. With flexible working arrangements, including one day a week at home, this position is perfect for those looking to grow within a supportive team. If you're ambitious and detail-oriented, this could be the next step in your career!

Qualifications

• 1+ years experience as a paraplanner or working towards RQF Level 4 Diploma.
• Detail-oriented, organized, and tech-savvy with CRM systems.

Responsibilities

• Prepare high-quality suitability reports for investments and pensions.
• Track and progress cases to minimize delays and ensure efficiency.
• Maintain accurate client records and case notes in CRM.

Skills

Paraplanning

Attention to Detail

Organizational Skills

Process Improvement

CRM Management

Communication Skills

Education

RQF Level 4 Diploma in Financial Planning

Tools

Enable CRM

Outlook

Job description

Job Opportunity: Paraplanner

Join a well-established Chartered Financial Planning firm based in Hertford, offering a salary up to £40k DOE plus superb benefits.

Are you a Paraplanner seeking to gain extensive experience in a fast-paced environment? Or perhaps a trainee Paraplanner ready for the next career step? This role provides an excellent opportunity to develop your skills within a dynamic team.

Responsibilities:

1. Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
2. Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection.
3. Case Oversight: Track, chase, and progress cases to minimize delays and reduce management intervention.
4. Provider Chasing: Manage follow-ups with providers using automated systems like Outlook and CRM to avoid bottlenecks.
5. CRM & Workflow Management: Maintain accurate client records and case notes in Enable.
6. Team Collaboration: Work closely with advisers and administrators to ensure standards are met and accountability is maintained.

Experience Needed:

• Ambitious: 1+ years as a paraplanner, with a drive to grow within the team and working towards your RQF Level 4 Diploma in Financial Planning, or an experienced Paraplanner who has already attained this qualification.
• Detail-Oriented & Organized: Thrive in creating order, spotting errors, and ensuring nothing is missed.
• Process-Minded: Enjoy building and refining workflows for efficiency.
• Self-Starter: Proactively identify tasks and take the initiative.
• Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.

Working for our client means you'll not only support advisers but also help drive operational transformation.

Flexible working arrangements include 1 day a week at home.