Paraplanner

Job Description:

360 Recruitment is currently seeking a Paraplanner for a well-established company in Leicester. In this role, you will provide comprehensive paraplanning support to advisers, including provider and product research, portfolio analysis, and suitability report writing. You will play a key part in delivering high-quality advice solutions and ensuring a seamless client experience.

The day-to-day responsibilities for the Paraplanner will include:

• Conducting provider and product research, fund performance and risk analysis, and cashflow modeling (using FE Analytics or similar tools).
• Preparing bespoke, compliant suitability reports
• Interpreting Fact Finds and Know Your Customer (KYC) documentation to identify appropriate client outcomes and solutions.
• Supporting senior staff and advisers with technical analysis and evidence-based recommendations.
• Managing complex cases from inception to completion, resolving technical queries

We are seeking a candidate with:

• Proven experience in paraplanning and report writing within financial services.
• Strong technical knowledge of pensions, investments, and retirement planning.
• Ability to extract and interpret relevant information from Fact Finds to produce cohesive reports.
• A client-focused approach, with a commitment to excellence and relationship-building.
• Exceptional attention to detail and adherence to compliance and quality standards.
• Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working toward completion.

This position offers an excellent benefits package within a modern, open-plan, and vibrant office environment. The company is highly committed to valuing and investing in its employees.After the probation period you are able to work from home for 2 days a week.(37.5hrs Monday to Friday)

If you have experience in a similar role and are interested in learning more, please apply or contact me directly at 360 Recruitment.