Paraplanner / Junior Adviser

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

Job summary

A boutique financial planning firm in central Buckinghamshire is seeking a Paraplanner / Junior Adviser. The role offers a clear career pathway and mentoring, with responsibilities that include onboarding clients and assisting advisors. Ideal candidates will possess a DipFA and demonstrate a commitment to a long-term career in financial advising.

Benefits

Internal talent development

Clear career pathway

Training and mentoring

Qualifications

• Background in paraplanning or junior advising.
• Willingness to fulfill dual responsibilities.
• Aspiration to achieve chartered status.

Responsibilities

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

Skills

Client relationship management

Financial planning knowledge

Administrative duties

Education

DipFA or equivalent Level 4 qualification

Job description

Social network you want to login/join with:

Paraplanner / Junior Adviser, Peterborough

Client: Fram Search

Location:

Peterborough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

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 supporting two advisors, learning the business, meeting clients, and gradually taking on advising responsibilities and managing client relationships.

This well-established, independent, and directly authorized firm is committed to internal talent development, offering a clear career 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, with potential for succession planning as one partner plans to retire in the coming years.

Key duties include:

• Onboarding new clients and supporting existing client services
• Assisting a financial advisor in client meetings
• Sending out letters of authority
• Liaising with product providers
• Collaborating 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 perform dual paraplanning/junior advising roles until fully integrated into the firm. The candidate should also aspire to achieve chartered status and thrive within a supportive, busy team.