Paraplanner / Junior Adviser

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

Job summary

A financial planning firm is seeking a Paraplanner / Junior Adviser in Preston. This role offers an opportunity to learn and grow within a supportive environment, assisting advisors and managing client onboarding. Ideal candidates will hold a Level 4 qualification and aim for chartered status.

Benefits

Development pathways and training

Mentoring support

Qualifications

• Strong background in paraplanning or junior advising.
• Willingness to perform both roles until fully integrated.
• Goal-oriented towards achieving chartered status.

Responsibilities

• Onboarding new clients and supporting existing clients.
• Supporting a financial advisor in client meetings.
• General administration duties as needed.

Skills

Financial Planning

Client Support

Administration

Education

DipFA or equivalent Level 4 qualification

Job description

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Paraplanner / Junior Adviser, Preston, Lancashire

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Client:

Fram Search

Location:

Preston, Lancashire, 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, currently a paraplanner but wanting to progress into a Junior Adviser position. The candidate will support 2 advisors, learn the business, and gradually take on client responsibilities.

This well-established independent, directly authorised firm is committed to fostering 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, with potential for succession planning as one partner plans to retire in a few years.

The duties include but are not limited to:

• Onboarding new clients and supporting existing clients
• Supporting a financial advisor in client meetings
• Sending out letters of authority
• Liaising with product providers
• Working closely with the administrator
• General administration duties as needed

The ideal candidate will have a paraplanning/junior adviser background, hold the DipFA or equivalent Level 4 qualification, and be willing to perform both paraplanning and junior advising roles until fully integrated into the firm. The candidate should also aim for chartered status and enjoy being part of a supportive, busy team.