Paraplanner

1 Days Old

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 Regu...
Location:
Leicester Forest East
Salary:
£37,500 - £40,000 /annum
Job Type:
FullTime
Category:
Accounting & Finance

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