Apprentice Paraplanner

ADANAC FINANCIAL SERVICES LTD

Yeovil (BA20 1UQ)

Closes in 8 days (Saturday 31 October 2026 at 11:59pm)

Posted on 22 October 2026

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Summary

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.

Wage

£23,200 a year

Minimum wage rates (opens in new tab)

£23200 + (depending on experience)

Training course
Paraplanner and financial planner (level 4)
Hours
Monday to Friday 9am to 5pm.

35 hours a week

Start date

Monday 30 November 2026

Duration

2 years

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

  • 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

Where you'll work

Adanac House
Manor Road
Yeovil
BA20 1UQ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

SKILLS EDGE TRAINING LTD

Training course

Paraplanner and financial planner (level 4)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
  • Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
  • Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
  • Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
  • Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
  • Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
  • Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
  • Plan and prioritise work to support positive outcomes for both the customer and the firm.
  • Provide individual advice relevant to clients in line with regulatory requirements.
  • Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).
  • Paraplanner – Analyse clients’ current circumstances and research appropriate solutions to meet their needs, objectives, and attitudes to risk.
  • Paraplanner – Provide financial planning support to colleagues using appropriate market knowledge and available software and research tools.
  • Paraplanner – Conduct technical product and fund analysis.
  • Paraplanner – Create personalised client-facing financial planning reports that are tailored appropriately to the audience and in line with regulatory and firm standards.
  • Paraplanner – Securely maintain client files with evidence of any research and analysis undertaken.
  • Financial Planner – Conduct KYC activities to fact-find relevant information and establish clients’ financial needs and objectives, including identifying when and where clients may be experiencing vulnerabilities.
  • Financial Planner – Establish overall risk profiles for clients through an understanding of the clients’ financial knowledge and experience, attitude to investment risk, capacity for loss, and understanding of their vulnerabilities.
  • Financial Planner – Identify, prioritise, and address clients’ needs in line with regulatory requirements.
  • Financial Planner – Deliver advice solutions that support clients in achieving their financial objectives.
  • Financial Planner – Collaborate with customers to create new opportunities for business growth, for example through referrals and networking.
  • Financial Planner – Establish clients’ views on responsible and sustainable investing and the impact this may have on available solutions and outcomes.
  • Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
  • Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
  • Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
  • Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
  • Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
  • Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
  • Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
  • Plan and prioritise work to support positive outcomes for both the customer and the firm.
  • Provide individual advice relevant to clients in line with regulatory requirements.
  • Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).

Training schedule

An apprenticeship includes regular training with a college or other training organisation. Off-the-job training will follow the time allocations outlined in the Occupational Standard.

College or training organisation
SKILLS EDGE TRAINING LTD.

Your training course
Paraplanner and financial planner.

Equal to Level 4 (Higher national certificate).

Your training plan

Your training will be completed online via your workplace address.

More training information

You will achieve the Paraplanner and Financial Planner Level 4 Apprenticeship Standard:

  • Fully and part funded learning and development programme that includes the DipPFS Diploma in Regulated Financial Planning
  • Develop the knowledge, skills and behaviours of successful Paraplanners
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not previously been a paid member
  • Includes CII digital study book and exam entry for each R0 exam
  • The Diploma in Regulated Financial Planning includes:
    R01 Financial Services Regulation and Ethics
    R02 Investment Principles and Risk
    R03 Personal Taxation
    R04 Pensions and Retirement Planning
    R05 Financial Protection
    R06 Financial Planning Practice
  • Multiple seminars per R0 exam!
  • All seminars recorded and available on-demand
  • Interactive chat, forums and class notebooks for real-time support and assistance from experienced financial services professionals
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial service professional

Requirements

Essential qualifications

GCSE in:

5 subjects including Maths & English (grade 4/C or above)

Desirable qualifications

A Level in:

Business, Maths, Law or Economics (grade N/A)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Problem solving skills
  • Analytical skills
  • Team working
  • Financial Planning interest
  • Independent working
  • Able to meet deadlines

About this employer

Adanac Financial Services Ltd was created in 2002. Its foundations are built on the demand for a firm that understands and specialises in the needs of solicitors, accountants and their clients, as well as providing high quality independent financial advice for our private and business clients.

Adanac have earned an excellent reputation that extends across the South-West, attributable to our consistent delivery and commitment to all our clients.

We are committed to remaining totally independent and impartial; we are not part of or owned by any financial institution.

Our office is near the centre of Yeovil, located in Manor Road with a pre bookable parking space for your convenience.

Our team of consultants, as well as being qualified practitioners providing holistic advice, are specialists in their own field.

This includes Pensions & Divorce, Trusts & Inheritance Tax planning, Investments, Pension simplification, Long Term Care and Corporate Financial Planning.

http://www.adanac.biz (opens in new tab)

Company benefits

  • Full study support towards Chartered status on completion of the apprenticeship, including paid study leave and exam funding
  • Death in Service 4 x salary
  • Long-term sickness pay
  • 5% employer pension contribution
  • 33 days holiday (including bank holidays), increasing after 5 years’ service.

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).

.

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

Calvin Goodson

calvin.goodson@skillsedge.co.uk

03333583559

The reference code for this apprenticeship is VAC2000060399.

Apply now

Closes in 8 days (Saturday 31 October 2026 at 11:59pm)