Paraplanner / Junior Adviser

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

Job summary

A financial planning firm in Buckinghamshire seeks an ambitious candidate for a Junior Adviser role. The opportunity involves paraplanning, client onboarding, and supporting advisors, offering training and mentoring for career progression. Ideal for those passionate about financial advising and developing long-term client relationships.

Benefits

Training and mentoring opportunities

Supportive team environment

Qualifications

• Experience as a paraplanner or junior adviser required.
• Aspiration for chartered status desired.
• Willingness to integrate into a busy team environment essential.

Responsibilities

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

Skills

Financial Planning

Client Service

Collaboration

Education

DipFA or equivalent Level 4 qualification

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Fram Search

Location:

Oxford district, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

10

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 aiming to progress into a Junior Adviser position. The candidate will support two advisors by paraplanning, learning the business, meeting clients, and gradually taking on advising responsibilities and managing some client accounts.

This well-established independent and directly authorized firm is committed to developing talent internally, 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. There is potential for succession planning, as one partner plans to retire in a few years and intends to transfer the business and clients to the adviser team.

Key duties include:

• Onboarding new clients and supporting existing client service
• Assisting a financial advisor during 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 as a junior adviser, hold the DipFA or equivalent Level 4 qualification, and be willing to undertake dual paraplanning/junior adviser roles until fully integrated into the firm. The candidate should also aspire to achieve chartered status and thrive in a supportive, busy team environment.