PARAPLANNER – TRURO / FULLY REMOTE

Location: Truro, Cornwall

Salary: Up to £40,000 depending on experience

Fully Remote | 35 hours per week

What’s on offer?

• Salary up to £40,000
• Fully remote working
• Truro-based
• 35-hour working week
• 25 days' holiday plus bank holidays
• Your birthday off
• Study support, including the opportunity to progress towards Level 6
• Life assurance
• Income protection
• Pension
• Flexible benefits platform
• Excellent career development opportunities
• Supportive and collaborative working environment
• Flexible working arrangements

About the role

My client is looking for an experienced and proactive Paraplanner to join their growing team, supporting a nationwide network of Independent Financial Advisers.

This is an excellent opportunity for an experienced Paraplanner who enjoys working closely with advisers, carrying out detailed financial research and producing accurate, compliant and high-quality suitability reports.

You will become an important part of a well-resourced central support team, helping advisers deliver excellent client outcomes while ensuring advice is thoroughly researched and compliant.

Key responsibilities

• Manage and progress paraplanning requests from advisers
• Provide paraplanning support across straightforward and complex new business
• Work across investments, pensions, pension drawdown, protection and replacement business
• Assist the Pension Switch Team when required
• Review fact finds, client objectives, attitude to risk and existing arrangements
• Liaise with advisers where information is incomplete or requires clarification
• Conduct provider and fund research
• Review investment risk, performance and charges
• Use Dynamic Planner and FE Analytics for research and analysis
• Produce quotes and illustrations using provider platforms, Assureweb and IRESS
• Prepare cash-flow modelling forecasts
• Draft detailed suitability reports
• Work with advisers to finalise reports
• Complete remedial work following file-checking feedback
• Maintain accurate records and follow internal compliance procedures
• Identify opportunities for continuous improvement

What are we looking for?

• Level 4 CII qualified or equivalent
• Ideally working towards Level 6
• Minimum 2 years' Financial Services experience
• Previous paraplanning experience
• Experience using Financial Services back-office systems
• Good knowledge of Microsoft Word and Outlook
• Excellent attention to detail
• Strong research and analytical skills
• Good planning, organisation and time-management skills
• Strong problem-solving abilities
• Good judgement and the ability to use initiative
• Positive, can-do attitude
• Reliable, discreet and comfortable handling confidential information
• Able to work independently while also being a strong team player
• Previous experience of working successfully from home

Working arrangements

This is a fully remote position, with the role advertised in Truro, Cornwall.

Candidates must be UK based and have experience of working effectively from home.

My client is genuinely committed to flexible working and recognises that one working pattern does not suit everyone. If you are looking for a slightly different working arrangement, they are happy to have a conversation.

This is a great opportunity for an experienced Paraplanner looking for a well-supported remote position with excellent benefits, study support and genuine career development.

If you would like to find out more, please get in touch for an informal and confidential conversation