Paraplanner

TN United Kingdom; Hertford; Hybrid; GBP 40,000; Full time

Job summary

An established industry player in financial planning is seeking a dedicated Paraplanner to enhance their operations. This role offers a unique opportunity to work in a fast-paced environment, where you will be responsible for preparing detailed suitability reports and ensuring efficient case management. You will collaborate closely with advisers to uphold high standards and drive operational excellence. With flexible working arrangements and a focus on professional growth, this position is ideal for someone eager to advance their career in financial planning. Join a team that values detail, organization, and proactive problem-solving, and take the next step in your professional journey.

Benefits

Flexible working

Monday to Friday schedule

Qualifications

• 1+ years as a paraplanner, working towards RQF Level 4 Diploma in Financial Planning.
• Detail-oriented and organized with strong problem-solving skills.

Responsibilities

• Prepare high-quality suitability reports for investments, pensions, and protection.
• Manage follow-ups with providers using automated systems to avoid bottlenecks.

Skills

Detail-Oriented

Organizational Skills

Problem Solving

Self-Starter

Tech-Savvy

Education

RQF Level 4 Diploma in Financial Planning

1+ years as a Paraplanner

Tools

CRM Systems

Outlook

Task Management Systems

Job description

Social network you want to login/join with:

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.

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

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.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.