https://jobs.co.uk/job/paraplanner-2i-recruit-ltd--f9a12f42-b995-47e2-a86c-2a8c7213a297 RSS feed for Paraplanner at 2i Recruit Ltd. en-gb Fri, 17 Jul 2026 11:27:06 GMT https://jobs.co.uk/job/paraplanner-2i-recruit-ltd--f9a12f42-b995-47e2-a86c-2a8c7213a297 https://jobs.co.uk/job/paraplanner-2i-recruit-ltd--f9a12f42-b995-47e2-a86c-2a8c7213a297 Tue, 14 Jul 2026 11:52:32 GMT Location: Godalming | Salary: 40000.00-40000.00 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 cases from initi... Permanent