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 and 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 and Organized: You thrive when creating order, sp