Senior Paraplanner

We’re seeking an experienced and motivated Senior Paraplanner to join a highly respected and forward-thinking financial planning firm. This is an exciting opportunity for a technically strong and client-focused professional to become a key part of a collaborative and supportive team.

If you enjoy working closely with Financial Advisers, producing high-quality recommendations, and delivering outstanding client outcomes, this could be the perfect role for you.

Key Responsibilities:

• Producing detailed and accurate suitability reports across a range of financial planning areas
• Conducting technical research and analysis on pensions, investments, protection, and retirement planning
• Supporting Financial Advisers in preparing and implementing client recommendations
• Assisting with complex cases and high-net-worth client portfolios
• Liaising with providers, clients, and internal teams to e...

Ready to Apply?

Submit your application today and join our talented team at 2i Recruit Ltd.