Paraplanner / Junior Adviser

JR United Kingdom; Milton Keynes; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial planning firm in Buckinghamshire is seeking a Junior Adviser to support advisors and manage client relationships. This role offers significant growth potential, training, and a pathway towards becoming a Chartered Financial Advisor. Ideal for paraplanners looking to advance their careers.

Benefits

Development pathways and training

Mentoring opportunities

Qualifications

• Background in paraplanning or junior advising.
• Aspiration to achieve chartered status.
• Thrives in a supportive, busy team environment.

Responsibilities

• Onboarding new clients and supporting existing clients.
• Assisting financial advisors in client meetings.
• Performing general administrative duties as needed.

Skills

Client Relationship Management

Financial Planning Knowledge

Communication

Education

DipFA or equivalent Level 4 qualification

Job description

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Fram Search

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Other

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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 support 2 advisors, learn the business, meet clients, and gradually take on advisory responsibilities, including managing some client relationships.

This well-established independent and directly authorised firm is committed to fostering talent from within and offers 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, with potential for succession planning as a partner plans to retire in the coming years.

Responsibilities include but are not limited to:

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

The ideal candidate will have a background in paraplanning or junior advising, hold the DipFA or equivalent Level 4 qualification, and be willing to undertake a dual paraplanning/junior adviser role until fully integrated within the firm. The candidate should also aspire to achieve chartered status and thrive in a supportive, busy team environment.