IFA Paraplanner

360 Recruitment is currently seeking an IFA 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.

The day-to-day responsibilities will include:

• Delivering full paraplanning support, including provider/product research, portfolio analysis, and suitability report writing.
• Managing your own workflows and consistently producing high-quality work within agreed deadlines.
• Ensuring all work meets compliance standards, with a strong focus on accuracy and attention to detail.
• Communicating regularly with clients via telephone, email, and written correspondence.
• Working independently to achieve agreed outcomes and maintain service levels without supervision.
• Interpreting detailed Know Your Client (KYC) documentation to identify suitable client outcomes and solutions.

We are seeking a candidate with:

• Proven experience in paraplanning and report writing within financial services.
• A high level of accuracy and attention to detail, with a commitment to compliance and quality standards.
• Proficiency in Microsoft Office (Word, Excel, Outlook, Teams).
• A 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.

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