At a Glance
- Tasks: Provide high-level technical paraplanning support and produce detailed cashflow models.
- Company: Established financial planning team in Truro, Cornwall with a supportive culture.
- Benefits: Salary up to £50,000, hybrid working, and excellent career development opportunities.
- Other info: Flexible working patterns available to suit your lifestyle.
- Why this job: Be a key technical resource and make a real impact in financial planning.
- Qualifications: CII Level 4 Diploma and 2-3 years of paraplanning experience required.
The predicted salary is between 45000 - 50000 £ per year.
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 2-3 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.
Paraplanner in Cornwall employer: Achieve Recruitment Ltd
Join a dynamic financial planning team in Truro, Cornwall, where your expertise as a Paraplanner is not only recognised but celebrated. With a strong emphasis on employee growth, hybrid working options, and a supportive culture, this role offers you the chance to thrive in a collaborative environment while contributing to meaningful client solutions. Enjoy competitive salary packages and excellent benefits that reflect our commitment to valuing your skills and fostering your career development.
