Remote Paraplanner

Paraplanner

Salary: £35,000 - £40,000 (DOE) Location: Remote with Ad-Hoc visits to a local office Employment Type: Full-Time

We're looking for an enthusiastic and detail-driven Paraplanner to support our growing team and provide high-quality technical support to advisers.

It's a fantastic opportunity to gain real exposure, get involved in a wide variety of work, and progress your career - whether you're already experienced or developing as a Paraplanner .

The role offers excellent flexibility:

Fully remote considered, with occasional ad-hoc visits

The Opportunity

You'll join a team that values development, collaboration and technical excellence. With ongoing training, mentoring and CPD support, this role provides a clear pathway towards Level 6 if you're looking to advance your paraplanning career.

Day-to-Day Responsibilities

• Deliver high-standard administrative and paraplanning support to advisers

• Ensure all work complies with FCA regulations and internal procedures

• Log and manage paraplanning requests efficiently

• Assist with new business processing across protection, investments, pensions and more

• Conduct product, provider and fund research

• Produce illustrations, quotes and supporting documentation

• Prepare cashflow modelling forecasts

• Draft suitability reports using full and accurate client data

• Liaise with advisers to finalise and amend reports

• Maintain thorough, compliant client records across internal systems

• Participate in continuous improvement initiatives

• Carry out CPD to meet regulatory and professional standards Skills & Qualifications

Essential:

• Level 4 Qualified (CII or equivalent)

• Minimum 2 years' experience in financial services

• Strong computer literacy and understanding of back-office systems

• Proven ability to work remotely and collaboratively

• Excellent communication, accuracy and attention to detail Desirable:

• Working toward Level 6

• Experience drafting suitability reports

• Technical knowledge of pensions, investments and protection

• Previous experience supporting advisers within financial planning What's in It for You

• Up to £40,000 depending on experience

• 25 days holiday + bank holidays

• Life assurance & income protection

• Pension scheme

• Flexible benefits platform

• Supportive, flexible environment with excellent career development

• Genuine opportunity to progress to Level 6 Paraplanner

• Exposure to a growing, close-knit Truro team Want to Grow Your Career in a Supportive Paraplanning Team?

If you're passionate about delivering high-quality work, developing your skills - we'd love to hear from you.