Paraplanner / Junior Adviser

JR United Kingdom; Stoke-on-Trent; On-site; GBP 25,000 - 35,000; Full time

Job summary

A prominent financial planning firm is looking for an ambitious individual to grow within their practice as a Junior Adviser. The role is ideal for a paraplanner looking to advance, involving onboarding clients, assisting in meetings, and benefiting from extensive mentoring and development opportunities.

Benefits

Pathways and training for career growth

Mentoring from experienced advisors

Qualifications

• Background as paraplanner or junior adviser required.
• Aiming for chartered status is beneficial.
• Ability to thrive in a busy team environment.

Responsibilities

• Onboarding new clients and supporting existing client service.
• Assisting a financial advisor in client meetings.
• General administrative duties as needed.

Skills

Financial planning

Client service

Communication

Administrative support

Education

DipFA or equivalent Level 4 qualification

Job description

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Client:

Fram Search

Location:

Stoke-on-Trent, 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 aspiring to progress into a Junior Adviser position. The candidate will support two advisors by paraplanning, while learning the business and processes. Over time, you will meet clients, gradually take on advisory responsibilities, and manage parts of the client book to build experience.

This well-established, independent, and directly authorized firm is committed to internal talent development, offering 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. 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.

Responsibilities include but are not limited to:

• Onboarding new clients and supporting existing client service
• Assisting a financial advisor in client meetings
• Sending out letters of authority
• Liaising with product providers
• Collaborating closely with the administrator
• 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 dual paraplanning/junior adviser roles until fully integrated into the firm. The candidate should also aim for chartered status and thrive in a supportive, busy team environment.