Paraplanner — Chartered Path with Study Support

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

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.