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- 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.
- 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.
- 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.
