Paraplanner

Paraplanner Truro, Cornwall Hybrid Working | Salary up to £50,000 DOE  Excellent Benefits Are you an experienced Paraplanner looking for a role where your technical expertise is genuinely valued? This opportunity offers a supportive, high-quality environment with hybrid working and long-term career development. The Opportunity You will join an established financial planning team, providing high-level technical paraplanning support, producing detailed cashflow models, and delivering high-quality suitability reports.

This role is ideal for someone who enjoys complex casework, problem-solving and being a key technical resource within the business.

Key Responsibilities Analyse client information, existing plans, and investment structures Produce accurate tax calculations Build appropriate financial planning solutions and recommendations Write suitability reports across a range of advice areas Create and run detailed cashflow models Act as a technical point of contact for advisers and support teams Communicate with clients regarding research and report timelines Attend client meetings when required Support and mentor junior team members Contribute to internal projects to improve systems and processes Lead internal pod or team meetings Undertake peer reviews within the paraplanning team About You You will be confident working with high-net-worth clients and comfortable handling complex technical work.

This role suits a career paraplanner who enjoys being central to the advice process without needing to be client-facing. You will:
Demonstrate strong technical knowledge across financial planning Hold the CII Level 4 Diploma in Regulated Financial Planning (Chartered progression desirable) Bring 23 years paraplanning experience Have strong IT skills; experience with systems such as Curo, FE Analytics or Voyant is advantageous Show excellent attention to detail Communicate clearly, both verbally and in writing Thrive in a fast-paced environment Be organised and able to manage a varied workload Work well as part of a collaborative team Working Arrangements This role is based in Truro, Cornwall , with hybrid working available with flexibility depending on business needs and personal circumstances.

A range of working patterns can be considered. Salary & Benefits £35,000 £ 50,000 depending on experience Quarterly performance-related bonus 25 days holiday plus bank holidays Life assurance and income protection Pension scheme Access to a flexible benefits platform A supportive, inclusive culture with genuine opportunities for growth and development You will be joining a team that values professionalism, collaboration, and continuous improvement and where people genuinely enjoy the work they do.