At a Glance
- Tasks: Prepare detailed reports and conduct research on pensions and investments.
- Company: Join a forward-thinking financial planning team at 2i Recruit Ltd.
- Benefits: Competitive salary and opportunities for professional growth.
- Other info: Dynamic team environment focused on high-quality outcomes.
- Why this job: Make a real difference in clients' financial futures with your expertise.
- Qualifications: Experience in financial planning and strong communication skills.
The predicted salary is between 40500 - 49500 £ per year.
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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Paraplanner: Detail-Driven Financial Planning Pro in Godalming employer: 2i Recruit Ltd
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