At a Glance
- Tasks: Prepare detailed reports and support Financial Advisers in delivering exceptional client solutions.
- Company: Join a forward-thinking financial planning team with a focus on innovation.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic role with opportunities for personal growth and strong team collaboration.
- Why this job: Make a real difference for clients while advancing your career in financial planning.
- Qualifications: Experience as a Paraplanner and a Level 4 Diploma in Financial Planning required.
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
Experience and Skills Requirements:
- 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.
Paraplanner in Surrey employer: 2i Recruit Ltd
Join a dynamic and supportive environment as a Legal Secretary in our thriving Real Estate team, where your contributions are valued and recognised. We offer competitive salaries, opportunities for professional development, and a collaborative work culture that fosters growth and innovation. Located in the heart of the city, our office provides easy access to amenities and a vibrant community, making it an excellent place to build your career.
