If you’re a paraplanner looking to gain a huge amount of experience working for a fast paced chartered financial planning company then this is your opportunity.
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.
What We’re Looking For:
• Ambitious: 1+ years as a paraplanner, with the drive to become an experienced member of the team.
• Detail-Oriented & Organised: 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.
Why Join Us?
• Make an Impact: You won’t just support advisers—you’ll drive the transformation of our operations.
• Flexible.
• Collaborative Culture: Work alongside a team committed to delivering excellence.
Job Types: Full-time.
Salary £40,000
Benefits
Schedule: • Flexible working 1 day a week at home.
• Monday to Friday