Rashmeet Kaur Bali
UK Paraplanner | Suitability Reports | Adviser Support | Client Documentation
- Role
- Paraplanner at Befree
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
About Rashmeet Kaur Bali
I am a UK Paraplanner with experience supporting financial advisers through suitability reports, client documentation, and paraplanning research.I work closely with advisers to ensure accurate, compliant, and timely financial planning support, with a strong focus on detail and process quality.Currently developing deeper expertise in UK paraplanning while exploring opportunities for growth in international financial services environments.
Experience
Paraplanner
Oct 2025 — Present · Baroda, IN
Preparing suitability reports for UK Financial Advisers across pension and investment products in line with FCA compliance standards.Supporting pension and investment switch cases, top-ups on adviser recommendations.Creating comprehensive client packs including illustrations, basic research, CashCalc reports, and FE Analytics outputs.Assisting advisers with pre- and post-advice documentation and ensuring accuracy and regulatory alignment.Liaising with UK product providers to gather client information, process applications, and resolve queries.Working within a compliance-driven environment to support advice processes and maintain audit-ready documentation.Support onboarding and guidance of junior team members, assisting with reviews and maintaining quality standards.
Education
Renaissance University
Bachelor of Business Administration - BBA, Finance, General
2018 — 2021
Medicaps University
Master of Business Administration - MBA, Finance and Marketing
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