At a Glance
- Tasks: Support financial advisers by producing reports and conducting research for clients.
- Company: Join a collaborative team in a client-focused financial planning environment.
- Benefits: Full study support, generous holiday, pension contributions, and death in service benefits.
- Other info: Opportunity for professional growth and development towards Chartered status.
- Why this job: Shape your role while making a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and experience as a Paraplanner.
The predicted salary is between 29700 - 36300 £ per year.
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.
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Paraplanner in Yeovil employer: Adanac Financial Services Ltd
Join our dynamic team in Yeovil as a Paraplanner, where you will play a pivotal role in shaping your career while supporting independent financial advisers. We pride ourselves on a collaborative and client-focused work culture, offering extensive professional development opportunities, including full study support towards Chartered status. With competitive benefits such as generous holiday allowance, pension contributions, and a supportive environment, we are committed to fostering your growth and ensuring a rewarding career in financial planning.
Contact Details:
Adanac Financial Services Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Yeovil
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If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Adanac Financial Services Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Yeovil
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Adanac Financial Services Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Adanac Financial Services Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Adanac Financial Services Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Adanac Financial Services Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Adanac Financial Services Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Adanac Financial Services Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
