Paraplanner

Adanac Financial Services Ltd; Yeovil; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Study support

Death in service

Sick pay

Pension contributions

Holiday entitlement

Job summary

Adanac Financial Services Ltd in Yeovil is seeking an experienced Paraplanner to support three independent financial advisers. You will produce high-quality suitability reports and conduct technical research across pensions, investments and protection to help tailor solutions.

The role requires Level 4 Diploma in Financial Planning, solid report writing and analytical skills, and the ability to work independently in a client-facing environment.

Qualifications

• Level 4 Diploma in Financial Planning (minimum requirement).
• Ideally working towards Chartered status (desirable).
• Previous Paraplanner experience in a financial planning environment (minimum 2 years).
• Strong technical knowledge of financial planning, investments and pensions.
• Excellent analytical and report writing skills.
• Ability to work independently, manage priorities and meet deadlines.
• A proactive attitude and desire to continue developing professionally.
• Excellent communication skills with clients and professional contacts.
• Well presented, as this is a key client-facing role.

Responsibilities

• Supporting three IFAs
• Attending client meetings (where practical)
• Producing high-quality suitability reports across financial planning areas, including Cash
• Conducting technical research across pensions, investments, protection and financial planning solutions
• Supporting advisers with complex client cases from initial research through to recommendation
• Maintaining accurate client records
• Supporting annual reviews
• Preparing client documentation and technical analysis

Skills

Analytical skills

Report writing

Communication skills

Independent working

Time management

Education

Level 4 Diploma in Financial Planning

Job description

We are looking to appoint an experienced Paraplanner to support our current team of independent financial advisers here at the Yeovil office.

This is a new position and, as such, will allow you to be instrumental in shaping the future of your role.

The successful applicant will be joining a collaborative and client‑focused team, providing holistic financial planning advice to both private and business clients.

You will work closely with your IFAs, ensuring all work is accurate, compliant and tailored to each client’s individual objectives.

Key Responsibilities

• Supporting three IFAs
• Attending client meetings (where practical)
• Producing high-quality suitability reports across a range of financial planning areas, including Cash
• Conducting technical research across pensions, investments, protection and financial planning solutions
• Supporting advisers with complex client cases from initial research through to recommendation
• Maintaining accurate client records
• Supporting annual reviews
• Preparing client documentation and technical analysis.

Paraplanner – Requirements

• Level 4 Diploma in Financial Planning (minimum requirement)
• Ideally working towards Chartered status (desirable but not essential)
• Previous experience working as a Paraplanner within a financial planning environment (minimum 2
• Strong technical knowledge of financial planning, investments and pensions
• Excellent analytical and report writing skills
• Ability to work independently, manage priorities and meet deadlines
• A proactive attitude and genuine desire to continue developing professionally
• Excellent communication skills with both clients and professional contacts
• Well presented, as this is a key client‑facing role.

Paraplanner – Package

• Full study support towards Chartered status, including paid study leave and exam funding
• Death in Service 4 x salary
• Long-term sickness pay
• 5% employer pension contribution
• 33 days holiday (including bank holidays), increasing after 5 years’ service.