Apprentice Paraplanner
ADANAC FINANCIAL SERVICES LTD · Yeovil, UK
- Salary
- £23,200
- Level
- Level 4
- Duration
- 2 Years
- Closes
- 31 Oct 2026
- Qualification
- Paraplanner and financial planner (Level 4)
- Training provider
- SKILLS EDGE TRAINING LTD
About the role
We are seeking an Apprentice Paraplanner to join ADANAC FINANCIAL SERVICES LTD in Yeovil. You will support a team of Independent Financial Advisers, assisting in the delivery of holistic financial planning for private and business clients. Key duties include producing high-quality suitability reports, conducting technical research across pensions, investments, and protection, and maintaining accurate client records. This role requires strong communication, IT, attention to detail, and analytical skills. The apprenticeship offers a path to a Level 4 qualification, equivalent to an HNC, with training provided by SKILLS EDGE TRAINING LTD. The duration of the apprenticeship is 2 years.
Entry requirements
- GCSEs in 5 subjects including Maths & English at grade C/4 or above. Desired: A-Levels in Business, Maths, Law or Economics.
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