Paraplanner / Junior Adviser

JR United Kingdom; Hounslow; On-site; GBP 30,000 - 45,000; Full time

Job summary

A dynamic financial planning firm in central Buckinghamshire seeks a Paraplanner / Junior Adviser to support their client base while gaining hands-on experience. This role offers training, client interaction, and the potential for career advancement within a supportive team. Ideal candidates should have a paraplanning background and a Level 4 qualification, with a strong motivation to progress in their careers.

Benefits

Development pathway

Training and mentorship

Qualifications

• Background as a paraplanner or junior adviser.
• Motivated to work towards chartered status.

Responsibilities

• Onboarding new clients and servicing existing clients.
• Assisting financial advisor during client meetings.
• General administrative duties as needed.

Skills

Knowledge of financial planning

Client management

Administrative skills

Education

DipFA or equivalent Level 4 qualification

Job description

Social network you want to login/join with:

Paraplanner / Junior Adviser, south west london

col-narrow-left

Client:

Fram Search

Location:

south west london, 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, currently a paraplanner but eager to progress into a Junior Adviser position. Our client is looking for someone to paraplane for 2 advisors, while learning the business and their processes. During this time, you will meet clients, gradually take on advisory responsibilities, and manage some of the client book to build your experience.

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 also potential for a succession plan, as one of the partners plans to retire in a few years and wants to hand over the business and clients to the adviser team.

The duties will include but are not limited to:

• Onboarding new clients and supporting in servicing existing clients
• Assisting a financial advisor during 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 an equivalent Level 4 qualification. Willing to undertake a dual paraplanning/junior adviser role until fully integrated into the firm. Motivated to work towards chartered status and be part of a supportive, busy team.