Paraplanner / Junior Adviser

JR United Kingdom; Bolton; On-site; GBP 28,000 - 35,000; Full time

Job summary

A boutique financial planning firm in Bolton seeks a Junior Adviser with paraplanning knowledge. This role involves supporting two advisors and gradually taking on client-facing tasks, providing a clear path for career progression and mentoring within a supportive team environment.

Qualifications

• Background in paraplanning or junior adviser role.
• Willing to undertake dual paraplanning/junior adviser role.
• Aspiring for chartered status.

Responsibilities

• Onboarding new clients and supporting existing clients.
• Supporting financial advisors in client meetings.
• General administrative duties and liaison with product providers.

Skills

Financial Planning

Client Service

Administrative Support

Education

DipFA or equivalent Level 4 qualifications

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Fram Search

Location:

Bolton, Greater Manchester, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

col-wide

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. The ideal candidate is currently a paraplanner but wants to progress into a Junior Adviser position. The role involves paraplanning for two advisors, learning the business, and gradually taking on client-facing responsibilities.

This well-established, independent, and directly authorised firm is committed to internal talent development, offering a clear career pathway, training, client-facing experience, and mentoring. This is an excellent opportunity for someone passionate about building a long-term career as a Financial Advisor. There is potential for succession planning, as one of the partners plans to retire in a few years and intends to pass the business and clients to the adviser team.

Responsibilities include but are not limited to:

• Onboarding new clients and supporting existing client service
• Supporting financial advisors 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 background in paraplanning or as a junior adviser, hold DipFA or equivalent Level 4 qualifications, and be willing to undertake a dual paraplanning/junior adviser role until fully integrated into the firm. The candidate should aspire to achieve chartered status and enjoy working within a supportive, busy team.