At a Glance
- Tasks: Provide high-level technical support and create detailed financial planning solutions.
- Company: Established financial planning team in Truro with a supportive culture.
- Benefits: Salary up to £50,000, hybrid working, and excellent career development opportunities.
- Other info: Ideal for problem-solvers who enjoy complex casework.
- Why this job: Join a dynamic team and make a real impact with your technical expertise.
- Qualifications: Experience in paraplanning and strong analytical skills.
The predicted salary is between 42500 - 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
Paraplanner in Cornwall employer: Achieve Recruitment
Join a dynamic financial planning team in Truro, Cornwall, where your expertise as a Paraplanner will be highly valued. We offer a supportive work culture that prioritises employee growth and development, alongside hybrid working options and a competitive salary package. With a focus on complex casework and problem-solving, this role provides a meaningful opportunity to make a significant impact within the business while enjoying excellent benefits.
