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- Tasks: Be the technical backbone, handling complex cases and ensuring smooth operations.
- Company: Join a growing financial planning and mortgage business in South Devon.
- Benefits: Enjoy a four-day work week, hybrid flexibility, and competitive salary.
- Why this job: Make a real impact while enjoying long-term equity opportunities.
- Qualifications: 4-5 years of paraplanning experience and strong problem-solving skills.
- Other info: Career progression into advising available for those interested.
The predicted salary is between 30000 - 55000 ÂŁ per year.
This is a career‑defining paraplanner role — not just admin, but a chance to be the technical backbone of a growing business, with equity potential and a four‑day week lifestyle.
If you’re ready to take on a role where your expertise truly matters, apply now. Looking for a career‑defining paraplanner role? Join a growing financial planning & mortgage business where you’ll be the technical “fixer” for complex cases, enjoy a four‑day working week, and have long‑term equity opportunities.
Salary £30k–£55k depending on experience.
Are you a technically strong paraplanner looking for a role where you can make a real impact? We’re recruiting for a growing financial planning and mortgage business in South Devon that needs a full‑time paraplanner to step in as the technical “fixer” and stabiliser of the team.
Responsibilities- Handling complex cases when things go wrong — including trusts, probate, and solicitor interactions.
- Managing day‑to‑day client servicing tasks: fund switches, income allocations, premium increases, withdrawals.
- Working closely with advisers and administrators to keep operations running smoothly while they focus on new client acquisition.
- Navigating provider and administration centre challenges with confidence and persistence.
- 4–5 years’ paraplanning experience, ideally Level 4 qualified.
- Strong technical knowledge and problem‑solving skills.
- Proficiency with Salesforce and iBusiness; experience with SJP systems is a big plus.
- Calm, collaborative approach with the ability to manage complex scenarios.
- Salary £30,000–£55,000 (depending on experience).
- Four‑day working week (8–6 with lunch, Monday or Friday off).
- Hybrid flexibility with office base in Torquay.
- Long‑term opportunity for equity exposure as part of succession planning.
- Career progression into advising if desired.
Paraplanner in Torquay employer: The de Grouchy Partnership
Contact Detail:
The de Grouchy Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Torquay
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning and mortgage sectors. Attend industry events or webinars, and don’t be shy about letting people know you’re on the lookout for a paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Showcase your skills! Create a portfolio that highlights your technical knowledge and problem-solving abilities. Include examples of complex cases you've handled successfully. This will give potential employers a clear picture of what you can bring to the table.
✨Tip Number 3
Prepare for interviews by brushing up on common paraplanning scenarios. Be ready to discuss how you’ve navigated challenges in the past, especially with trusts and probate. This will show that you’re not just technically strong but also calm and collaborative under pressure.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented paraplanners who want to make a real impact. Plus, applying directly gives you a better chance to stand out and connect with us personally.
We think you need these skills to ace Paraplanner in Torquay
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your technical knowledge and problem-solving skills in your application. We want to see how you can be the 'fixer' for complex cases, so don’t hold back on showcasing your experience!
Tailor Your Application: Take a moment to customise your CV and cover letter for this role. Mention specific experiences that relate to handling trusts, probate, and client servicing tasks. We love seeing how you connect your background to what we do!
Be Authentic: Let your personality shine through in your written application. We’re looking for someone with a calm and collaborative approach, so don’t be afraid to show us who you are and how you work with others.
Apply Through Our Website: For the best chance of landing an interview, make sure to apply directly through our website. It’s the easiest way for us to see your application and get you into the process quickly!
How to prepare for a job interview at The de Grouchy Partnership
✨Know Your Technical Stuff
As a paraplanner, your technical knowledge is key. Brush up on complex cases like trusts and probate, and be ready to discuss how you've handled similar situations in the past. This will show that you’re not just familiar with the theory but can apply it practically.
✨Familiarise Yourself with Their Systems
Since proficiency with Salesforce and iBusiness is crucial, make sure you know your way around these platforms. If you have experience with SJP systems, highlight that too! Being able to talk about how you’ve used these tools effectively will set you apart.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've navigated challenges in previous roles. Whether it’s managing client servicing tasks or resolving issues with providers, demonstrating your calm and collaborative approach will resonate well with the interviewers.
✨Emphasise Your Teamwork
This role involves working closely with advisers and administrators, so be ready to discuss how you’ve successfully collaborated in the past. Share specific instances where your teamwork made a difference, as this will highlight your ability to keep operations running smoothly.
