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For Companies At a Glance
- Tasks: Support advisers with research, analysis, and report writing to deliver top-notch client solutions.
- Company: Established financial services firm in Leicester with a vibrant office culture.
- Benefits: Great benefits, flexible remote work options, and a commitment to employee development.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in paraplanning, strong technical knowledge, and a client-focused mindset.
- Other info: Modern office environment with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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.
Paraplanner employer: 360 Recruitment
Contact Detail:
360 Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and retirement planning. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Practice your report writing skills! Since this role involves preparing bespoke suitability reports, being able to demonstrate your ability to create clear and compliant documents will set you apart from the competition.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in paraplanning, report writing, and any relevant qualifications like the Level 4 Diploma in Regulated Financial Planning. We want to see how your skills match what we're looking for!
Showcase Your Technical Skills: Since this role involves a lot of technical analysis, be sure to mention your familiarity with tools like FE Analytics. We love seeing candidates who can demonstrate their ability to conduct provider and product research effectively.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to delivering high-quality advice solutions. We appreciate a personal touch that shows us who you are.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at 360 Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and retirement planning. Familiarise yourself with the tools mentioned in the job description, like FE Analytics, so you can confidently discuss how you would conduct provider and product research.
✨Showcase Your Report Writing Skills
Prepare to discuss your experience in writing bespoke, compliant suitability reports. Bring examples of your previous work if possible, and be ready to explain your process for interpreting Fact Finds and KYC documentation.
✨Client-Focused Mindset
Demonstrate your commitment to delivering high-quality advice solutions. Think of specific instances where you've built strong client relationships or resolved complex cases, and be prepared to share these stories during the interview.
✨Attention to Detail is Key
Highlight your exceptional attention to detail and adherence to compliance standards. You might want to mention any systems or processes you use to ensure accuracy in your work, as this will resonate well with the company's focus on quality.
