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 ...