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Paraplanner: Detail-Driven Financial Planning Pro
Job in
Godalming, Surrey County, GU7, England, UK
Listed on 2026-09-04
Listing for:
2i Recruit Ltd
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
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.
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