Location Truro
Discipline: Office & Professional , Finance & Accountancy
Job type: Permanent
Salary: £Competitive DOE
Contact name: Rebecca Richardson

Contact email:
Job ref: RR 40283
Published: about 1 month ago
Startdate: June/July 2022

An exciting new opportunity has arisen for a Paraplanner to join a busy Wealth Management Company based in Truro.

This role would suit a candidate with previous para-planning experience or an advisor looking to step back into a para-planning role.

As part of the successful office based team, you will be providing vital paraplanning support to the Advisers which will include:

  • Preparation of illustrations and applications

  • Dealing with platforms and product providers to obtain information about existing and potential investments

  • Undertaking Critical Yield Calculations

  • Preparing and writing suitability letters for the for the adviser to present to clients and researching all relevant product information/suitability to meet client’s needs and objectives

  • Keeping clients updated as to progress

  • Assisting with cover for admin team (holidays sickness) - answering the telephone, taking messages, diary management etc.

Essential Skills & Experience:


·         Previous paraplanning experience within an IFA or Wealth Management environment.

·         Minimum Level 4 Diploma qualified or working towards it (or FPC qualified with significant industry experience).

·         Experience of the administration of IHT and/or Investment products.

·         Ability to demonstrate up to date knowledge of relevant regulation and legislation.

·         Articulate with strong numeracy skills and be computer literate.

·         Highly organised with the ability to prioritise workload with little to no supervision

·         Ability to show initiative to problem solving when necessary.

·         Strong communication skills

·         Professionalism and confidence in dealing with clients and third parties.

·         High levels of discretion.

·         A real team player


This role is being offered on a full-time permanent basis. Monday to Friday 0900-1700. Office Based, On-site parking available.


For more information please apply today.