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.
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Paraplanner — Chartered Path with Study Support 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
