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Level 4

Apprentice Paraplanner

ADANAC FINANCIAL SERVICES LTD · Yeovil

Closing soon

Advertised to close on 31 October 2026. Employers often close early, so apply well before then.

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Pay
£23,200 a year
Hours
35 a week
Length
24 months
Starts
30 Nov 2026
Advertised closing date
31 Oct 2026
Openings
1 position
Last checked
just now
Go to the advert

Applications are handled by the Find an Apprenticeship service.

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What you would do

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.

Day to day

  • 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

What you would study

Paraplanner and financial planner (level 4)

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.

Other training

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

Training provider: SKILLS EDGE TRAINING LTD

Working week

Monday to Friday 9am to 5pm.

What you need

  • GCSE 5 subjects including Maths & English at grade 4/C or above (essential)
  • A Level Business, Maths, Law or Economics at grade N/A (desired)

Skills they are looking for

  • 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

After the apprenticeship

.

Where

Yeovil, South West (BA20).

Plan the journey by public transportOpens Google Maps.

About ADANAC FINANCIAL SERVICES LTD

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.

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.

Reference 2000060399.

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Apprentice Paraplanner, ADANAC FINANCIAL SERVICES LTD