Job Description
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
...
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
...
Apply for this Position
Ready to join 2i Recruit Ltd? Click the button below to submit your application.
Submit Application