Paraplanner

Adanac Financial Services Ltd; Yeovil; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Death in Service 4 x salary

Long-term sickness pay

Employer pension 5% contribution

33 days holiday

Job summary

Adanac Financial Services Ltd. seeks an experienced Paraplanner to support our Yeovil-based team of independent financial advisers. This new role offers the opportunity to shape your future within a collaborative, client-focused practice.

You will deliver holistic financial planning to private and business clients, work with IFAs to ensure accuracy, compliance and tailored solutions, and help prepare detailed technical analysis and documentation.

Qualifications

• Minimum 2 years paraplanning experience in financial planning.
• Strong knowledge of pensions, investments and financial planning products.
• Excellent analytical and report-writing skills.
• Ability to work independently and meet deadlines.

Responsibilities

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

Skills

Analytical skills

Report writing

Communication skills

Education

Level 4 Diploma in Financial Planning

Chartered status (desirable)

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.