Paraplanning and Research Coordinator

1 week ago


BurnhamonSea, Somerset, United Kingdom Austin Fraser Full time
Job Description

We are seeking an experienced Paraplanner to join our team in Burnham on Sea. The successful candidate will work closely with our financial advisers to provide essential support by preparing regulatory packs, managing client communications, and conducting research and analysis.

Main Responsibilities:
  • Regulatory Pack Preparation: Issue regulatory packs, request initial fact-find information, and manage aftercare planning.
  • Research and Analysis: Conduct research using FE Analytics, Iress Exchange, and other financial tools, prepare meeting agendas, and present financial information.
  • Client Management: Organise client medicals, manage requirements from product providers, and update issued contract notes and policy documents.

The ideal candidate will have strong analytical skills, excellent communication abilities, and proficiency in Microsoft Office, especially Outlook and Excel.

What We Offer:
  • A competitive salary of £39,000 - £43,000 per annum.
  • Opportunities for professional development and training.
  • Modern office facilities in a convenient location.


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