Paraplanner / Junior Adviser

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

Job summary

A leading financial planning firm in Buckinghamshire seeks a motivated Junior Adviser. The role requires a background in paraplanning and aims to develop future financial advisors, offering training and mentorship in a supportive environment. Ideal for individuals passionate about long-term career growth in financial services.

Qualifications

• Experience as a paraplanner or junior adviser.
• Aspiring to achieve chartered status.
• Willing to work in a dual role until fully integrated.

Responsibilities

• Onboard new clients and support existing ones.
• Assist financial advisors in client meetings.
• General administrative duties as needed.

Skills

Client communication

Financial planning knowledge

Administrative support

Education

DipFA or equivalent level 4 qualifications

Job description

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Client:

Fram Search

Location:

hemel hempstead, 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. The role involves paraplanning for two advisors, learning the business, and gradually taking on client responsibilities.

This well-established, independent, and directly authorized firm is committed to talent development, offering training, client-facing experience, and mentoring. This 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
• 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 or junior adviser background, hold the DipFA or equivalent level 4 qualifications, and be willing to undertake a dual paraplanning/junior adviser role until fully integrated into the firm. They should also aspire to achieve chartered status and enjoy working within a supportive, busy team.