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- Tasks: Join us as a Paraplanner, managing workflows and preparing reports for financial planning.
- Company: Be part of a fast-paced, chartered financial planning company in Hertford.
- Benefits: Enjoy flexible working, with one day a week at home and a competitive salary up to £40k.
- Why this job: Gain valuable experience while driving operational transformation in a supportive team environment.
- Qualifications: 1+ years as a paraplanner or RQF level 4 Diploma in Financial Planning required.
- Other info: Ideal for ambitious self-starters who thrive on organisation and efficiency.
The predicted salary is between 24000 - 40000 £ per year.
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.
Paraplanner employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning software and CRM systems. Being tech-savvy is crucial for a Paraplanner role, so showcasing your proficiency in these tools during your interactions can set you apart.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with current Paraplanners and advisers. This can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Demonstrate your attention to detail by preparing for interviews with specific examples of how you've managed workflows or improved processes in previous roles. This will highlight your suitability for the position.
✨Tip Number 4
Research the company’s values and recent developments in the financial planning sector. Tailoring your conversation to align with their goals and showing your enthusiasm for their mission can make a strong impression.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner or Trainee Paraplanner. Emphasise your attention to detail, organisational skills, and any experience with CRMs or financial planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and drive to excel in the role. Mention specific examples of how you've demonstrated process-minded thinking and problem-solving in previous positions.
Highlight Relevant Qualifications: If you have an RQF level 4 Diploma in Financial Planning or are working towards it, make sure to mention this prominently. This shows your commitment to professional development in the financial planning sector.
Showcase Team Collaboration Skills: In your application, provide examples of how you've successfully collaborated with colleagues in past roles. This is crucial for demonstrating your ability to work closely with advisers and administrators as mentioned in the job description.
How to prepare for a job interview at Tate Recruitment
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Process-Minded Approach
Highlight your problem-solving skills and how you've refined workflows in previous roles. Discuss any tools or methods you’ve used to enhance efficiency, as this aligns with the job's requirements.
✨Emphasise Your Team Collaboration Skills
Since the role involves working closely with advisers and administrators, share experiences that showcase your ability to collaborate effectively. Mention how you’ve driven accountability within a team setting.
✨Be Prepared for Technical Questions
Given the tech-savvy nature of the role, brush up on your knowledge of CRMs and task management systems. Be ready to discuss how you've used technology to streamline operations in your previous positions.
