Paraplanner in Torquay

Recruit UK are delighted to be working with a boutique wealth management firm based in Torquay, known for delivering a highly personal and tailored service to its long-standing client base. The business is now seeking a skilled and motivated Paraplanner to join their close-knit team.

This is an excellent opportunity for a paraplanner who is looking to take on a varied and meaningful role supporting a firm with a strong reputation and a loyal portfolio of clients. You’ll be joining a supportive environment where flexible working is considered, career progression is encouraged, and your expertise will directly contribute to high-quality client outcomes.

Key Responsibilities

• Provide paraplanning support for an existing client bank
• Prepare reports and recommendations
• Stay up to date with compliance and regulatory changes
• Produce accurate research, illustrations, and supporting documentation
• Maintain strong records and ensure all advice complies with internal and regulatory standards
• Collaborate effectively with advisers and support staff to deliver excellent client outcomes

Skills and Experience

• Experience in a paraplanning role within a financial planning or wealth management environment
• Ideally diploma qualified (or working towards)
• Strong analytical skills and keen attention to detail
• Ability to manage your workload independently and work well as part of a team
• Proactive approach and willingness to continue developing your technical knowledge
• Salary between £30,000 and £55,000 depending on experience
• Private Medical Insurance (PMI)
• DIS
• Pension contributions
• 20 days annual leave + bank holiday (increasing with service)
• Hybrid working options; flexibility around part-time or compressed hours considered
• Supportive culture with opportunities for development and progression as well as funding for further qualifications
• Potential for performance-related bonus

Seniority level

Associate

Employment type

Full‑time

Job function

Finance

This is a fantastic opportunity to join a boutique wealth management firm where your contribution will be recognised, your development supported, and your work genuinely valued.

If you’re a paraplanner looking for a flexible, rewarding role in Torquay, reach out to hear more!