Paraplanner / Junior Adviser

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

Job summary

A boutique financial planning firm in Southampton seeks a Paraplanner / Junior Adviser to support advisors and manage client relationships. This role offers training and mentoring for candidates eager to advance their career in financial advising. Join a dynamic practice dedicated to internal talent development.

Qualifications

• Experience as a paraplanner or in a junior adviser role preferred.
• Aspiring for chartered status is a plus.
• Willingness to handle both paraplanning and advising tasks.

Responsibilities

• Onboard new clients and support existing clients.
• Assist financial advisor during client meetings.
• Perform general administrative duties as needed.

Skills

Financial planning knowledge

Client relationship management

Education

DipFA or equivalent level 4 qualification

Job description

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Paraplanner / Junior Adviser, Southampton

Client: Fram Search

Location: Southampton, United Kingdom

Job Category: Other

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, 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 advising responsibilities and manage client relationships.

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

The duties include but are not limited to:

1. Onboarding new clients and supporting existing clients
2. Supporting a financial advisor during client meetings
3. Sending out letters of authority
4. Liaising with product providers
5. Collaborating with the administrator
6. Performing general administrative duties as needed

The ideal candidate will have a paraplanning or 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 aspire to achieve chartered status and enjoy working within a supportive, busy team.