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