Paraplanner / Junior Adviser

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

Job summary

A financial planning firm seeks an ambitious Paraplanner / Junior Adviser in Leeds. This role offers a pathway to a financial advisory career, including client management and onboarding, with mentorship and training towards chartered status. Ideal for those with a paraplanning background looking to grow in a supportive environment.

Qualifications

• Experience as a paraplanner or in a junior adviser role.
• Willingness to achieve chartered status.
• Aiming for a long-term career in financial advising.

Responsibilities

• Onboard new clients and support existing ones.
• Assist financial advisors in client meetings.
• Perform general administrative duties.

Skills

Financial planning knowledge

Client management

Collaboration

Administrative support

Education

DipFA or equivalent level 4 qualifications

Job description

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Paraplanner / Junior Adviser, Leeds, West Yorkshire

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Client:

Fram Search

Location:

Leeds, West Yorkshire, 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, currently a paraplanner but wanting to progress into a Junior Adviser position. The candidate will paraplane for 2 advisors, learn the business, meet clients, and gradually take on advisory responsibilities and client book management.

This well-established independent and directly authorised firm offers a development pathway, training, client-facing experience, and mentoring. It provides an excellent opportunity for someone passionate about building a long-term career as a Financial Advisor, with potential for succession planning as one partner plans to retire in a few years.

The duties 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
• Collaborating with the administrator
• General administrative duties as needed

The ideal candidate will have a paraplanning/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 for chartered status and enjoy working in a supportive, busy team environment.