Job Description
A new opportunity has become available for an experienced Paraplanner to join a fast-paced chartered financial planning company.
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.
Key requirements:
-
A minimum of 1 year's experience as a paraplanner
-
Excellent organisation and attention to detail skills
-
A natural problem solver who enjoys building and refining workflows
-
Proactive
-
Tech-savvy, comfortable with CRMs and task management systems
On offer is:
- A salary of up to £45,000 depending on experience
- Benefits including bonus scheme, pension, DIS, health plan and 25 days holiday
- The opportunity to drive transformation
- A collaborative working environment