Paraplanner Truro, Cornwall
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.
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 sui...