LISKEARD
Paraplanner – Cornwall / Plymouth (Progression to Adviser)
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
About the Firm
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.
The Role
Working closely with two advisers and the wider technical team, you will:
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Produce accurate and compliant financial planning reports across a broad range of advice areas.
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Conduct in-depth product and investment research to support client recommendations.
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Work collaboratively with advisers to ensure the best client outcomes.
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Play a key role in improving processes and driving efficiency within the firm.
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Over time, develop your skills and experience to move into an Adviser role (mentored and supported by senior management).
What We’re Looking For
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Minimum 5 years’ experience as a Paraplanner.
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Level 4 Diploma qualified (working toward Chartered preferred).
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Confident communicator with excellent technical knowledge and attention to detail.
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Ambitious, proactive, and keen to progress into advice.
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Mature and personable, capable of engaging directly with clients.
What’s On Offer
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Salary: £40,000–£45,000 base (DOE)
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Bonus: Up to £8,000 annual performance bonus (non-guaranteed)
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Benefits:
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25 days holiday + bank holidays
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3–4% employer pension contribution
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Funded professional development and mentoring
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Modern office environment (Liskeard area)
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Office-based role (hybrid flexibility after probation)
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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 contact:
Jack Dallimore – Eden Rose Recruitment
? jack.dallimore@weareedenrose.com