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) …

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