Paraplanner: Detail-Driven Financial Planning Pro

2i Recruit Ltd

Godalming

On-site

GBP 32,000 - 42,000

Full time

14 days+

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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.