Paraplanner / Junior Adviser

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

Job summary

A financial planning firm in Gloucester seeks a Junior Adviser to support advisors and manage client interactions. This role is ideal for aspiring professionals with DipFA qualifications looking to build a long-term career in financial advising, with mentoring and development opportunities.

Qualifications

• Background in paraplanning or as a junior adviser.
• Willingness to perform dual role until fully integrated.
• Aiming for chartered status.

Responsibilities

• Onboarding new clients and supporting existing clients.
• Supporting a financial advisor in client meetings.
• Collaborating closely with the administrator.

Skills

Client Management

Financial Planning Knowledge

Communication

Team Collaboration

Education

DipFA or equivalent Level 4 qualifications

Job description

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Client:

Fram Search

Location:

Gloucester, 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 wanting to progress into a Junior Adviser position. The candidate will support 2 advisors, learn the business, meet clients, and gradually take on advising 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 is 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.

Responsibilities include but are not limited to:

• Onboarding new clients and supporting existing clients
• Supporting a financial advisor in client meetings
• Sending out letters of authority
• Liaising with product providers
• Collaborating closely with the administrator
• 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 a dual paraplanning/junior adviser role until fully integrated into the firm. The candidate should aim to work towards chartered status and thrive in a supportive, busy team environment.