Paraplanner

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

Email Marie Mcdermott your cv

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.