Paraplanner/Trainee Paraplanner
Location: - 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 & 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 - 2 days a week at home.
• Monday to Friday