Paraplanner - hybrid or remote in Truro, Cornwall
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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 detailDesirable:
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
If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.
- Location:
- Truro
- Job Type:
- FullTime
- Category:
- Hybrid