Report Writer Paraplanner

Report Writer Financial Services

Location:

Truro, Cornwall Salary: £30,000 - £38,000 (Depending on experience) We are recruiting for a skilled Report Writer to join our clients team in Truro. Youll produce high-quality suitability reports, support advisers with paraplanning tasks, and ensure all documentation meets regulatory standards. Responsibilities Draft suitability reports Manage paraplanning requests Support with protection, investments, pensions and drawdown Conduct provider and fund research Prepare illustrations and cashflow models Ensure accurate KYC and client data Skills & Experience Working towards Level 4 CII (or equivalent) 2 years in financial services Report writing or trainee paraplanning experience Excellent communication and attention to detail Strong organisational and problem-solving skills Benefits £30,000 - £38,000 (Depending on experience) 25 days holiday  bank holidays Pension & life assurance Flexible benefits Monday Friday, office-based (09:0017:00) Apply today to take the next step in your financial services career.