Paraplanner / Junior Adviser

JR United Kingdom; Luton; On-site; GBP 24,000 - 35,000; Full time

Job summary

A leading financial planning firm in Buckinghamshire is looking for an ambitious individual to progress into a Junior Adviser role. This opportunity supports nurturing talent through mentoring and development pathways, making it ideal for someone eager to build a long-term career in finance.

Benefits

Mentoring and training

Development pathways

Supportive team environment

Qualifications

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

Responsibilities

• Onboarding new clients and supporting existing clients.
• Assisting a financial advisor in client meetings.
• Collaborating with product providers and administrators.

Skills

Knowledge of financial planning

Client relationship management

Communication

Education

DipFA or equivalent Level 4 qualification

Job description

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Client:

Fram Search

Location:

Luton, Bedfordshire, 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 advice responsibilities and managing a client book.

This well-established, independent, and directly authorized firm is committed to nurturing talent from within, offering development pathways, 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 wishes to hand over the business and clients to the adviser team.

Responsibilities include but are not limited to:

• Onboarding new clients and supporting in servicing existing clients
• Assisting a financial advisor in client meetings
• Sending out letters of authority
• Liaising with product providers
• Collaborating closely with the administrator
• Performing general administration duties as needed

The ideal candidate will have a background in paraplanning or as a junior adviser, hold the DipFA or an equivalent Level 4 qualification, and be willing to undertake 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.