Paraplanner / Junior Adviser

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

Job summary

A boutique financial planning firm in Portsmouth seeks an ambitious individual for a Junior Adviser role. This position offers a clear progression pathway, with responsibilities ranging from paraplanning tasks to managing client interactions. The firm is committed to mentoring and developing internal talent, ideal for those aspiring to build a long-term career in financial advisory.

Qualifications

• Background in paraplanning or junior adviser roles essential.
• Candidates should aspire to achieve chartered status.
• Willingness to support both paraplanning and advisory tasks required.

Responsibilities

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

Skills

Client relationship management

Financial planning knowledge

Administrative support

Education

DipFA or equivalent level 4 qualifications

Job description

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Client:

Fram Search

Location:

Portsmouth, Hampshire, 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 authorised firm is committed to internal talent development, offering a clear progression 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. 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 in servicing existing clients
• Supporting 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 paraplanning or junior adviser background, hold the DipFA or equivalent level 4 qualifications, and be willing to undertake a dual paraplanning/junior adviser role until fully integrated into the firm. The candidate should also aspire to achieve chartered status and enjoy working within a supportive, busy team.