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 1 day a week at home. • Monday to Friday