Paraplanner – Boutique Financial Services Firm
Torquay, Devon
Up to £45,000 DOE + Benefits
Are you an ambitious Paraplanner looking to take the next step in your career? This is an excellent opportunity to join a small, growing financial services company in Torquay, where you'll play a key role in supporting clients and developing your expertise.
Responsibilities
* Preparing suitability reports and recommendation letters using integrated financial planning software.
* Researching and analysing financial products across pensions, investments, and wider markets.
* Performing cash flow modelling and technical calculations.
* Ensuring all documentation and processes remain fully compliant with FCA regulations.
* Supporting advisers with product due diligence and strategy development.
About You
* Level 4 Diploma in Financial Planning or Certificate in Paraplanning (or working towards this within 12 months).
* At least 2 years' experience in the financial services sector.
* Strong knowledge of pensions and investments.
* Excellent communication skills – able to make complex topics clear and engaging.
* Highly organised with strong attention to detail.
What's on Offer
* Salary up to £45,000 DOE/qualifications
* 35-hour working week
* Additional leave + company events
* On-site parking
* Real opportunities for progression and career development
This is a fantastic chance to
develop your career in a supportive boutique firm
where you'll be able to make a genuine impact.