Paraplanner

Paraplanner

• Location: Burnham on Sea
• Job Type: Full-time

Join an award-winning IFA firm in Burnham on Sea as a Paraplanner. This role is integral to our operations, providing essential support to our financial advisers by preparing regulatory packs, managing client communications, and conducting thorough research and analysis.

Day-to-day of the role:

• Paraplanning Preparation:

• Issue regulatory packs including introduction brochures and client agreements.

• Request initial fact-find information for new business and manage aftercare planning.

• Produce portfolio reports and update fact finds using Intelliflo.

• Process Letters of Authority and maintain updated records in Intelliflo.

• Use Outlook Diary systems to follow up on information requests.

• Conduct research using FE Analytics, Iress Exchange, and other financial tools.

• Prepare meeting agendas and presentations, including financial illustrations and spreadsheets.

• Write overviews and suitability letters based on adviser notes and templates.

• Handle application form completion and check identity verification requirements.

• Support advisers in meetings by taking notes and assisting with presentations.

• Paraplanning Follow-up:

• Process transactions to a compliant standard.

• Prepare memos for signed client instruction letters and manage transaction documentation.

• Create compliant new business files and handle valuable documents.

• Organise client medicals and manage requirements from product providers.

• Regularly check and update issued contract notes, policy documents, and Trust Deeds in Intelliflo.

• Monitor progress and chase product providers for outstanding information using Outlook Diary systems.

• Business Administration:

• Manage daily inbound and outbound client and provider communications.

• Arrange appointments, manage online meetings, and handle diary management.

• Update Intelliflo Office with all received information.

• Welcome visitors and handle telephone communications.

• Provide meeting hospitality and manage monthly and quarterly client communications.

• Assist with mailshot work and platform management.

Required Skills & Qualifications:

• Proven experience in paraplanning within an IFA environment.
• Strong familiarity with financial planning software such as Intelliflo.
• Excellent research skills using tools like FE Analytics and Iress Exchange.
• Proficient in Microsoft Office, especially Outlook and Excel.
• Strong organisational and communication skills.
• Ability to work independently and as part of a team.

Benefits:

• Competitive salary and benefits package.
• Opportunities for professional development and training.
• Supportive team environment in a well-established firm.
• Modern office facilities in a convenient location.

To apply for this Paraplanner position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.