Paraplanner

2i Recruit Ltd; Godalming; On-site; GBP 32,000 - 42,000; Full time

Job summary

2i Recruit Ltd in Godalming is seeking an experienced Paraplanner to join a forward-thinking financial planning team. You will prepare detailed suitability reports, conduct research across pensions, investments and retirement planning, and support advisers with client reviews to deliver exceptional outcomes.

The role emphasizes high-quality written analysis, regulatory compliance, and excellent client communication.

Qualifications

• DipPFS Level 4 Diploma in Financial Planning or equivalent.
• Experience as Paraplanner or financial planning support.
• Strong report writing and analytical abilities.

Responsibilities

• Prepare detailed suitability reports and financial planning recommendations.
• Conduct research across pensions, investments, protection and retirement planning.
• Support advisers with client reviews and advice preparation.
• Analyse client information and prepare cashflow and planning documents.
• Liaise with providers and third parties for information.
• Ensure all advice documents meet compliance and regulatory standards.
• Maintain accurate client records and update internal systems.
• Support progression of client cases from advice to completion.
• Keep up to date with industry changes, regulations and products.
• Build strong relationships with advisers and internal teams.

Skills

Attention to detail

Analytical skills

Report writing

Communication skills

Organisational skills

Client-focused

IT skills

Education

DipPFS Level 4 Diploma in Financial Planning

Tools

Microsoft Office

Financial planning software

Job description

Are you a detail-driven financial services professional looking to take the next step in your career?

We’re looking for an experienced and motivated Paraplanner to join a successful and forward-thinking financial planning team. This is an exciting opportunity for someone who enjoys technical analysis, creating high-quality client solutions, and working closely with Financial Advisers to deliver exceptional outcomes.

If you have a passion for financial planning, strong technical knowledge, and enjoy making a real difference for clients, we’d love to hear from you.

Key Responsibilities:

• Preparing detailed suitability reports and financial planning recommendations
• Conducting research and analysis across pensions, investments, protection, and retirement planning
• Supporting Financial Advisers with client reviews and advice preparation
• Analysing client information and preparing cashflow and financial planning documents
• Liaising with providers and third parties to obtain relevant information
• Ensuring all advice documentation meets compliance and regulatory standards
• Maintaining accurate client records and updating internal systems
• Supporting the smooth progression of client cases from initial advice through to completion
• Keeping up to date with industry changes, regulations, and financial products
• Building strong working relationships with advisers and internal teams

Experience and Skills Requirements

• Previous experience within a Paraplanner role or similar financial planning support position
• Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification required
• Strong technical knowledge across investments, pensions, protection, and retirement planning
• Excellent report writing and analytical skills
• Strong attention to detail and ability to work accurately under pressure
• Professional communication skills with a client-focused approach
• Excellent organisational skills with the ability to manage multiple priorities
• Competent IT skills, including Microsoft Office and financial planning software
• Proactive, positive, and committed approach to personal development

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.