Adanac Financial Services Ltd in Yeovil is seeking an experienced Paraplanner to support three independent financial advisers from our Yeovil office, helping shape the future of the role in a collaborative, client-focused team.
You will work closely with your IFAs to ensure all work is accurate, compliant and tailored to each client’s objectives; produce high-quality reports across pensions, investments and planning solutions; and assist with annual reviews and complex cases.
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Paraplanner - Chartered Path in Holistic Financial Planning in Yeovil employer: Adanac Financial Services Ltd
Adanac Financial Services Ltd is an exceptional employer located in Yeovil, offering a supportive work culture that prioritises employee development and growth. As a Paraplanner, you will benefit from opportunities to study towards Chartered status while working closely with experienced financial advisers, ensuring a rewarding career path in a collaborative environment focused on delivering tailored client solutions.
Contact Details:
Adanac Financial Services Ltd Recruitment Team
