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Paraplanner: Elevate Client Planning & Insightful Analysis
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-07-21
Listing for:
2i Recruit Ltd
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
2i Recruit Ltd is seeking a detail-driven Paraplanner to join a forward-thinking financial planning team in the United Kingdom. You will work closely with Financial Advisers to prepare high-quality client solutions.
The role focuses on technical analysis, producing detailed suitability reports, and supporting client reviews while ensuring regulatory standards are met and documentation is accurate.
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