At a Glance
- Tasks: Provide high-level technical paraplanning support and produce detailed cashflow models.
- Company: Established financial planning team in Truro with a supportive culture.
- Benefits: Salary up to £50,000, flexible working, 25 days holiday, and performance bonuses.
- Other info: Opportunities for growth in a dynamic, inclusive environment.
- Why this job: Join a collaborative team 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 35000 - 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.
Salary & Benefits
- £35,000 - £50,000 depending on experience
- Quarterly performance-related bonus
- 25 days holiday plus bank holidays
- Life assurance and income protection
- Pension scheme
- Access to a flexible benefits platform
- A supportive, inclusive culture with genuine opportunities for growth and development
You will be joining a team that values professionalism, collaboration, and continuous improvement and where people genuinely enjoy the work they do.
Paraplanner in Truro employer: Achieve Recruitment
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 professional development, hybrid working options, and a supportive culture, this role offers you the chance to thrive in a collaborative environment while enjoying a competitive salary and comprehensive benefits package.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Truro
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Achieve Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Truro
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Achieve Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Achieve Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Achieve Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Achieve Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Achieve Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Achieve Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
