Paraplanner

www.topfinancialjobs.co.uk - Jobboard; Hertford; On-site; GBP 35,000 - 40,000; Full time

Job summary

An established industry player is seeking a Paraplanner or Trainee Paraplanner to join their dynamic team in Hertford. This role offers a unique opportunity to gain extensive experience in a fast-paced chartered financial planning environment. You will be responsible for preparing high-quality suitability reports, managing operational workflows, and collaborating closely with advisers. With a flexible working arrangement and a supportive team, this position is perfect for ambitious individuals eager to advance their careers in financial planning. Don't miss the chance to be part of a transformative journey in a rewarding and collaborative workplace.

Benefits

Flexible working: 1 day a week at home

Monday to Friday schedule

Qualifications

• 1+ years as a paraplanner or working towards RQF Level 4 Diploma.
• Strong attention to detail and organized approach to tasks.

Responsibilities

• Prepare high-quality suitability reports for investments and pensions.
• Maintain accurate client records and case notes in Enable.

Skills

Detail-Oriented

Organizational Skills

Problem Solving

Tech-Savvy

Education

RQF Level 4 Diploma in Financial Planning

Tools

CRM Systems

Outlook

Task Management Systems

Job description

Salary:

£35,000 - £40,000 Annual Plus discretionary bonus and benefits

Location:

Hertford, Hertfordshire

Description:

Paraplanner/Trainee Paraplanner

Location: Hertford

Salary: Up to 40k DOE, with excellent benefits

Are you a Paraplanner seeking to gain extensive experience in a fast-paced chartered financial planning company? Or a trainee Paraplanner looking to advance your career? We are recruiting for a well-established Chartered Financial Planning firm based in Hertford.

Key Responsibilities:

• Process Leadership: Bring structure and attention to detail across operational workflows, ensuring efficient case management from start to finish.
• Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection.
• Case Oversight: Track, chase, and progress cases to minimize delays and reduce management intervention.
• Provider Chasing: Follow up with providers using automated systems (Outlook and CRM) to prevent bottlenecks.
• CRM & Workflow Management: Maintain accurate client records and case notes in Enable.
• 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 desire to become a senior team member and working towards your RQF Level 4 Diploma in Financial Planning OR an experienced paraplanner with RQF Level 4 Diploma.
• Detail-Oriented & Organized: Enjoy creating order, spotting errors, and ensuring nothing is missed.
• Process-Minded: A problem solver who enjoys refining workflows for efficiency.
• Self-Starter: Proactively identifies tasks and takes initiative.
• Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.

Working for our client, you'll support advisers and drive operational transformation.

Additional Benefits:

• Flexible working: 1 day a week at home
• Monday to Friday schedule

Please email your CV to Marie McDermott.

This advert remains open until the vacancy is filled. Interviews will be conducted throughout this period, so early application is encouraged.

Tate acts as an Employment Business in relation to this vacancy.

We are committed to promoting equal opportunities. If you require any adjustments during the application or interview process, please let us know. We value your individuality and invite you to share your preferred pronouns in your application.