Paraplanner - Reed : Job Details

• 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.

• 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.