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    <title>Paraplanner - 2i Recruit Ltd RSS Feed</title>
    <link>https://jobs.co.uk/job/paraplanner-2i-recruit-ltd--9e1e2e14-98c3-4176-877d-07d216e76701</link>
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    <lastBuildDate>Sun, 04 Oct 2026 07:59:48 GMT</lastBuildDate>
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      <title>Paraplanner - 2i Recruit Ltd</title>
      <link>https://jobs.co.uk/job/paraplanner-2i-recruit-ltd--9e1e2e14-98c3-4176-877d-07d216e76701</link>
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      <pubDate>Sat, 03 Oct 2026 11:51:51 GMT</pubDate>
      <description>Location: Godalming | Salary: 10000-500000 Annual | Type: Permanent | 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 case...</description>
      <category>Permanent</category>
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