Paraplanner
Job in
Godalming, Surrey County, GU7, England, UK
Listed on 2026-09-13
Listing for:
2i Recruit Ltd
Full Time
position Listed on 2026-09-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Reporting, Financial Services
Job Description & How to Apply Below
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
- 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.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×