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- Tasks: Join us as a Paraplanner, managing cases and preparing reports with precision.
- Company: Be part of a fast-paced, chartered financial planning company in Hertford.
- Benefits: Enjoy a salary up to £40k, flexible working, and superb corporate perks.
- Why this job: Gain invaluable experience while driving operational transformation in a supportive team culture.
- Qualifications: 1+ years as a paraplanner or RQF level 4 Diploma in Financial Planning required.
- Other info: We promote equal opportunities and support your individuality throughout the application process.
The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.
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.
- 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.
Paraplanner employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning regulations and best practices. This will not only boost your confidence during interviews but also demonstrate your commitment to the role and industry.
✨Tip Number 2
Network with current or former paraplanners in the industry. They can provide valuable insights into the role and may even refer you to opportunities within their companies, increasing your chances of landing the job.
✨Tip Number 3
Showcase your tech-savviness by being prepared to discuss specific CRMs and task management systems you've used. Highlighting your ability to adapt to new technologies can set you apart from other candidates.
✨Tip Number 4
Prepare thoughtful questions about the company's workflows and team dynamics. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
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 task management systems.
Craft a Strong Cover Letter: Write a cover letter that showcases your ambition and drive to excel in the role. Mention your commitment to achieving the RQF level 4 Diploma in Financial Planning and how you can contribute to the team.
Highlight Relevant Skills: In your application, clearly outline your skills related to process management, problem-solving, and teamwork. Provide examples of how you've successfully managed workflows or improved processes in previous roles.
Be Authentic: Don't hesitate to share your individuality in your application. Include your preferred pronouns and any adjustments you might need during the application process to ensure your comfort.
How to prepare for a job interview at Tate
✨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 used to enhance efficiency, as this aligns with the job's requirements.
✨Familiarise Yourself with Relevant Technology
Since the role requires tech-savviness, make sure you are comfortable discussing CRMs and task management systems. If possible, mention any specific software you have experience with that could be beneficial for the role.
✨Prepare Questions About Team Collaboration
The job involves working closely with advisers and administrators. Prepare thoughtful questions about team dynamics and collaboration to show your interest in contributing positively to the team environment.
