Paraplanner

Location: Office-based near Liskeard (30-40 mins from Plymouth)

Salary: Up to £45,000 + performance-related bonus ( £8,000 OTE)

Experience: Minimum 5 years paraplanning Level 4 Diploma essential

Future: Clear route to Financial Adviser within 2-3 years

Join a long-established, independent wealth management practice based in Cornwall, recognised for delivering high-quality, client-focused financial advice across the South West.

The business has built an excellent reputation for its personal approach, stability, and integrity - and now seeks a talented Paraplanner to support its next phase of growth. This is a genuinely exciting opportunity for someone looking to transition into advice in the near future, within a respected, close-knit firm.

Working closely with two advisers and the wider technical team, you will:

• Produce accurate and compliant financial planning reports across a broad range of advice areas.
• Conduct in-depth product and investment research to support client recommendations.
• Work collaboratively with advisers to ensure the best client outcomes.
• Play a key role in improving processes and driving efficiency within the firm.
• Over time, develop your skills and experience to move into an Adviser role (mentored and supported by senior management).

• Minimum 5 years' experience as a Paraplanner.
• Level 4 Diploma qualified (working toward Chartered preferred).
• Confident communicator with excellent technical knowledge and attention to detail.
• Ambitious, proactive, and keen to progress into advice.
• Mature and personable, capable of engaging directly with clients.

• Salary: £40,000-£45,000 base (DOE)
• Bonus: Up to £8,000 annual performance bonus (non-guaranteed)
• Benefits:
• 25 days holiday + bank holidays
• 3-4% employer pension contribution
• Funded professional development and mentoring
• Modern office environment (Liskeard area)
• Office-based role (hybrid flexibility after probation)
• Opportunity to progress into a Financial Adviser role within 2-3 years

If you're a qualified Paraplanner seeking long-term progression in a supportive, forward-thinking firm that values people as much as performance, this is an opportunity not to miss.

For a confidential discussion, please apply for a confidential conversation