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.