£25,000 | Onsite | Torquay
This is a fantastic opportunity to join a small, close-knit financial planning business in Torquay. Unlike large corporate firms, this organisation values personal growth, team collaboration, and providing a supportive environment where every contribution is recognised. The company is committed to developing the next generation of paraplanners through structured training, mentoring, and professional qualifications.
The Role:
The Graduate Paraplanner role is designed for ambitious individuals seeking a long-term career in financial planning. Working alongside experienced advisers, you will gain hands-on exposure while studying towards your Level 4 Diploma in Regulated Financial Planning (CII). This is an entry-level or early-career position, perfect for graduates, school leavers with relevant A-Levels, or part-qualified candidates with a keen interest in finance and investments.
Responsibilities for the Graduate Paraplanner include:
* Support the preparation of suitability reports, research, and technical analysis.
* Assist in product due diligence and financial strategy development.
* Maintain accurate and compliant client records and documentation.
* Contribute to providing excellent service to clients and advisers.
Requirements for the Graduate Paraplanner:
* Strong academic background (A-Level in Economics, Maths, Business, or Level 3 ATT preferred; degree advantageous).
* Keen interest in pursuing a career in financial planning, with commitment to completing CII Level 4.
* Positive attitude, excellent communication skills, and strong attention to detail.
* Ability to work effectively in a small, team-oriented business environment.
Benefits:
* £25,000 per annum, DOE, plus benefits.
* Full-time hours: 35 per week, based onsite in Torquay.
* Support and funding towards Level 4 CII in Financial Planning.
* Excellent career progression opportunities within a growing business.
This is an outstanding chance to start or progress your career as a paraplanner in a supportive, small-business setting. If you are a motivated graduate, school leaver, or part-qualified candidate eager to build a successful career in financial planning, we’d love to hear from you.
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Charlotte Coke
Ref: 10974