Paraplanner / Junior Adviser

JR United Kingdom; Basingstoke; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning firm is seeking an ambitious individual for a Junior Adviser position. You will support advisors, manage client relationships, and undertake a development pathway toward becoming a financial advisor. This opportunity is ideal for candidates keen on building a long-term career in financial advising, with mentorship and training available.

Benefits

Development pathway

Training and mentoring

Qualifications

• Paraplanning or junior adviser background required.
• Willingness to perform dual duties until fully integrated.
• Desire to work towards chartered status.

Responsibilities

• Onboard new clients and support servicing existing clients.
• Support financial advisors during client meetings.
• Perform general administrative duties as needed.

Skills

Financial Planning Knowledge

Client Management

Administrative Skills

Education

DipFA or equivalent Level 4 qualifications

Job description

Social network you want to login/join with:

Client:

Fram Search

Location:

Job Category:

Other

EU work permit required:

Yes

Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

We are partnering with a boutique, financial planning firm located in central Buckinghamshire. As a growing and dynamic practice, they are seeking an ambitious individual with knowledge of financial planning, currently a paraplanner but wanting to progress into a Junior Adviser position. The candidate will support two advisors, learn the business, meet clients, and gradually take on advising responsibilities and manage a client book.

This well-established independent and directly authorised firm offers a development pathway, training, client-facing experience, and mentoring. It's an excellent opportunity for someone passionate about building a long-term career as a Financial Advisor, with potential for succession planning as one partner plans to retire in a few years.

Responsibilities include but are not limited to:

1. Onboarding new clients and supporting in servicing existing clients
2. Supporting financial advisors during client meetings
3. Sending out letters of authority
4. Liaising with product providers
5. Collaborating closely with the administrator
6. Performing general administrative duties as needed

The ideal candidate will have a paraplanning or junior adviser background, hold the DipFA or equivalent Level 4 qualifications, and be willing to perform dual paraplanning/junior adviser duties until fully integrated into the firm. A desire to work towards chartered status and be part of a supportive, busy team is essential.