Paraplanner

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 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.