Job Opportunity: Paraplanner
Join a well-established Chartered Financial Planning firm based in Hertford, offering a salary up to £40k DOE plus superb benefits.
Are you a Paraplanner seeking to gain extensive experience in a fast-paced environment? Or perhaps a trainee Paraplanner ready for the next career step? This role provides an excellent opportunity to develop your skills within a dynamic team.
Responsibilities:
1. Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
2. Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection.
3. Case Oversight: Track, chase, and progress cases to minimize delays and reduce management intervention.
4. Provider Chasing: Manage follow-ups with providers using automated systems like Outlook and CRM to avoid bottlenecks.
5. CRM & Workflow Management: Maintain accurate client records and case notes in Enable.
6. 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 drive to grow within the team and working towards your RQF Level 4 Diploma in Financial Planning, or an experienced Paraplanner who has already attained this qualification.
* Detail-Oriented & Organized: Thrive in creating order, spotting errors, and ensuring nothing is missed.
* Process-Minded: Enjoy building and refining workflows for efficiency.
* Self-Starter: Proactively identify tasks and take the initiative.
* Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.
Working for our client means you'll not only support advisers but also help drive operational transformation.
Flexible working arrangements include 1 day a week at home.
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