Paraplanner

We are looking to appoint an experienced Paraplanner to support our current team of independent financial advisers here at the Yeovil office.

This is a new position and, as such, will allow you to be instrumental in shaping the future of your role.

The successful applicant will be joining a collaborative and client-focused team, providing holistic financial planning advice to both private and business clients.

You will work closely with your IFAs, ensuring all work is accurate, compliant and tailored to each client’s individual objectives.

Key Responsibilities:

• 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.

Paraplanner – Requirements

• Level 4 Diploma in Financial Planning (minimum requirement)
• Ideally working towards Chartered status (desirable but not essential)
• Previous experience working as a Paraplanner within a financial planning environment (minimum 2 years’ experience desirable)
• Strong technical knowledge of financial planning, investments and pensions
• Excellent analytical and report writing skills
• Ability to work independently, manage priorities and meet deadlines
• A proactive attitude and genuine desire to continue developing professionally
• Excellent communication skills with both clients and professional contacts
• Well presented, as this is a key client-facing role.

Paraplanner – Package

• £40,000–£50,000 depending on experience
• Full study support towards Chartered status, 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.

Please apply by email with a copy of your cv to:

 Mrs Victoria Womack [email protected]

Apprentice Paraplanner

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.

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

 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)

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.

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

Duration

2 years

Start Date

30 November 2026

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

Company package

Full study support towards Chartered status on completion of the apprenticeship, including paid study leave and exam funding

• Salary £23,200+ (delending on experience)
• 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.

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

Calvin Goodson

[email protected]

03333583559

The reference code for this apprenticeship is VAC2000060399.