Paraplanner / Junior Adviser

JR United Kingdom; Chesterfield; On-site; GBP 30,000 - 40,000; Full time

Job summary

A growing financial planning firm based in Buckinghamshire is looking for a Junior Adviser with a paraplanning background. This role offers extensive training, client-facing experience, and mentoring, making it an excellent opportunity for those wishing to build a long-term career in financial advising. With prospects for succession planning and growth within the firm, candidates will play a vital role in supporting financial advisors and managing client relationships.

Benefits

Development pathway and training

Mentoring by experienced advisors

Qualifications

• Background in paraplanning or junior adviser role required.
• Willingness to support advisors and manage client relationships.
• Aim for chartered status and desire to grow within the company.

Responsibilities

• Onboarding new clients and supporting servicing existing clients.
• Supporting financial advisors during client meetings.
• Performing general administration duties as needed.

Skills

Financial Planning

Client Management

Administration

Education

DipFA or equivalent Level 4 qualifications

Job description

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Client:

Fram Search

Location:

Chesterfield, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

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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. Our client is looking for someone to paraplane for 2 advisors, learn the business, and gradually take on client responsibilities.

This well-established, independent, and directly authorized firm is committed to fostering talent from within. They offer 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 wants to pass the business and clients to the adviser team.

The main duties include but are not limited to:

• Onboarding new clients and supporting in servicing existing clients
• Supporting financial advisors during client meetings
• Sending out letters of authority
• Liaising with product providers
• Working closely with the administrator
• Performing 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 a dual paraplanning/junior adviser role until fully integrated into the firm. They should also aim to work towards chartered status and enjoy being part of a supportive and busy team.