Paraplanner Location: - Hertford. Full time, hybrid. Salary up to £40k DOE, with superb benefits. We are seeking a highly organised and detail-oriented Paraplanner to support our clients financial planning team. This role combines paraplanning duties with administrative support, ensuring smooth client servicing and efficient back-office operations. Paraplanner Key Responsibilities Paraplanning: Prepare suitability reports, financial plans, and recommendations in line with FCA regulations. Conduct product and fund research, including pensions, investments, and protection. Assist in cash flow modelling and scenario analysis. Liaise with financial advisers to clarify client objectives and strategy. Maintain up-to-date knowledge of financial products and legislation.Administration: Manage client files and documentation in line with compliance standards. Handle new business processing, including applications and provider follow-ups. Maintain CRM systems and ensure accurate data entry. Schedule client meetings and manage adviser diaries. Respond to client queries and provide excellent service.Skills & Experience Previous experience in a Paraplanning role. Strong understanding of financial planning principles and FCA regulations. Excellent written communication and report-writing skills. Proficient in financial software. Highly organised with strong attention to detail. Ability to manage multiple tasks and meet deadlines.Qualifications Diploma in Financial Planning (DipPFS) or working towards it. Additional paraplanning or financial services certifications desirable. What our client can offer Competitive salary and benefits package. Support for professional development and qualifications. Friendly, collaborative team environment. Hybrid working.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