2 jobs found in Truro

Paraplanner (Open to Trainee & Junior Candidates) Salary: £33,000 - £40,000 (DOE) Location: Hybrid (Truro office) or Remote with Ad-Hoc Office Visits 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. This role primarily supports the Truro office , a small, close-knit and ambitious team made up of the Branch Manager, two Paraplanners (you'll be the third!) and four Administrators supporting self-employed 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 Trainee/Junior Paraplanner . The role offers excellent flexibility: Hybrid working if you're local to Truro Fully remote considered, with occasional ad-hoc visits to the Truro office The Opportunity You'll join a team that values development,...

Client Executive - Truro (Hybrid: 2 Days from Home) Salary: Up to £35,000 (DOE) We're looking for a motivated, detail-driven Client Executive to join our Financial Planning team in Truro. If you're passionate about delivering first-class client service and enjoy supporting clients in a professional, regulated financial services environment, this could be the ideal next step in your career. In this role, you'll provide vital administrative and relationship support to our Financial Planners and Paraplanners. You'll play a key part in ensuring clients receive a seamless, efficient and highly professional service at every stage of their journey. As a first point of contact for many client queries, you'll help build trusted and long-lasting client relationships. Alongside a competitive salary and hybrid working, you'll benefit from excellent training, development opportunities and the chance to progress within a supportive, team-focused environment. What You'll Be Doing Day to...