Paraplanner (Open to Trainee & Junior Candidates)

Salary: £33,000 – £40,000 (DOE)Location: Hybrid (Truro office) or Remote with Ad-Hoc Office VisitsEmployment Type: Full-Time

We’re looking for an enthusiastic and detail-driven Paraplanner to support our growing team and provide high-quality technical support to advisers. This role primarily supports the Truro office, a small, close-knit and ambitious team made up of the Branch Manager, two Paraplanners (you’ll be the third!) and four Administrators supporting self-employed advisers.

It’s a fantastic opportunity to gain real exposure, get involved in a wide variety of work, and progress your career — whether you're already experienced or developing as a Trainee/Junior Paraplanner.

The role offers excellent flexibility: Hybrid working if you’re local to Truro Fully remote considered, with occasional ad-hoc visits to the Truro office

The Opportunity

You’ll join a team that values development, collaboration and technical excellence. With ongoing training, mentoring and CPD support, this role provides a clear pathway towards Level 6 if you're looking to advance your paraplanning career.

Day-to-Day Responsibilities

• Deliver high-standard administrative and paraplanning support to advisers
• Ensure all work complies with FCA regulations and internal procedures
• Support advisers across the Truro office team remotely or in-person when required
• Log and manage paraplanning requests efficiently
• Assist with new business processing across protection, investments, pensions and more
• Conduct product, provider and fund research
• Produce illustrations, quotes and supporting documentation
• Prepare cashflow modelling forecasts
• Draft suitability reports using full and accurate client data
• Liaise with advisers to finalise and amend reports
• Maintain thorough, compliant client records across internal systems
• Participate in continuous improvement initiatives
• Carry out CPD to meet regulatory and professional standards

Skills & Qualifications

Essential:

• Level 4 Qualified (CII or equivalent)
• Minimum 2 years’ experience in financial services, including at least 1 year in a trainee or paraplanning role
• Strong computer literacy and understanding of back-office systems
• Proven ability to work remotely and collaboratively
• Excellent communication, accuracy and attention to detail

Desirable:

• Working toward Level 6
• Experience drafting suitability reports
• Technical knowledge of pensions, investments and protection
• Previous experience supporting advisers within financial planning

What’s in It for You

• Up to £40,000 depending on experience
• 25 days holiday + bank holidays
• Life assurance & income protection
• Pension scheme
• Flexible benefits platform
• Supportive, flexible environment with excellent career development
• Genuine opportunity to progress to Level 6 Paraplanner
• Exposure to a growing, close-knit Truro team

Want to Grow Your Career in a Supportive Paraplanning Team?

If you're passionate about delivering high-quality work, developing your skills, and supporting a driven Truro-based financial planning team — we’d love to hear from you.