At a Glance
- Tasks: Support financial advisers by producing detailed reports and conducting technical research.
- Company: Adanac Financial Services Ltd, a dynamic firm in Yeovil.
- Benefits: Study towards Chartered status, competitive salary, and professional development opportunities.
- Other info: Join a supportive team and grow in a client-focused environment.
- Why this job: Make a real difference in clients' financial planning while advancing your career.
- Qualifications: Level 4 Diploma in Financial Planning and strong analytical skills required.
The predicted salary is between 39600 - 48400 £ per year.
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.
#J-18808-Ljbffr
Paraplanner | Study Toward Chartered & Client 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
