Paraplanner / Junior Adviser

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

Job summary

A growing financial planning firm in Buckinghamshire is seeking a Junior Adviser. This role involves supporting advisors, managing client relationships, and receiving mentoring for career advancement. Ideal for those with a paraplanning background, eager to develop into a full advisory role.

Benefits

Development pathway and mentoring

Training and client-facing experience

Qualifications

• Background as a paraplanner or junior adviser.
• Aiming for chartered status.
• Enjoy working in a supportive team.

Responsibilities

• Onboarding new clients and supporting existing clients.
• Supporting advisors in client meetings.
• Liaising with product providers and performing general admin.

Skills

Client onboarding

Financial advising

General administration

Education

DipFA or equivalent level 4 qualifications

Job description

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

This well-established independent and directly authorised firm is committed to fostering talent from within and offers a development 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 hand over the business and clients to the adviser team.

Key duties include:

• Onboarding new clients and supporting existing clients
• Supporting financial advisors in client meetings
• Sending out letters of authority
• Liaising with product providers
• Working closely with the administrator
• General administration 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 both paraplanning and junior advising roles until fully integrated into the firm. The candidate should also aim to work towards chartered status and enjoy being part of a supportive, busy team.