Job Category: Legal, finance and accounting
Training Provider: SKILLS EDGE TRAINING LTD
Salary: See vacancy details — £23,200 a year
Address: Adanac House, Manor Road, Yeovil, BA20 1UQ
We’re seeking an Apprentice Paraplanner to support our team of Independent Financial Advisers. Joining a collaborative, client-focused environment, you’ll help deliver holistic financial planning for private and business clients, ensuring advice is accurate, compliant and tailored to individual needs.
- Supporting three IFAs
- Attending client meetings (where practical)
- Producing high-quality suitability reports across a range of financial planning areas, including Cash Flow Modelling
- 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
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Apprentice Paraplanner in Yeovil employer: Training Provider
City College Plymouth is an excellent employer, offering a supportive work culture that values teamwork and professional development. With generous benefits such as 28 days of annual leave and a festive closure, employees enjoy a healthy work-life balance while gaining valuable experience in customer service and administration within a vibrant educational environment.
