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.
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Paraplanner | Study Toward Chartered & Client Planning 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
