Paraplanner / Junior Adviser

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

Job summary

A growing financial planning firm in Birmingham seeks an ambitious individual for a Junior Adviser role. The position offers development pathways and mentoring, with responsibilities including client onboarding and support. Ideal candidates have a paraplanning background and aim towards chartered status.

Qualifications

• Background in paraplanning or junior advising.
• Willingness to work towards chartered status.
• Thrive in a supportive, busy team environment.

Responsibilities

• Onboard new clients and support existing clients.
• Assist financial advisor in client meetings.
• Perform general administrative duties as needed.

Skills

Knowledge of financial planning

Client management

Administrative skills

Education

DipFA or equivalent level 4 qualification

Job description

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Client:

Fram Search

Location:

Birmingham, United Kingdom

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 aiming to progress into a Junior Adviser position. The candidate will support 2 advisors, learn the business, meet clients, and gradually take on advisory responsibilities, including managing a client book.

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

The main duties include:

• Onboarding new clients and supporting existing clients
• Assisting a financial advisor in client meetings
• Sending out letters of authority
• Liaising with product providers
• Working closely with the administrator
• General administrative duties as needed

The ideal candidate will have a paraplanning/junior adviser background, hold the DipFA or equivalent level 4 qualification, and be willing to perform both paraplanning and junior advising roles until fully integrated into the firm. The candidate should aim to work towards chartered status and thrive in a supportive, busy team environment.