Paraplanner (Open to Trainee & Junior Candidates)
Salary: £33,000 – £40,000 (DOE)
Location: Hybrid (Truro office) or Remote with Ad-Hoc Office Visits
Employment 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.