Paraplanner / Junior Adviser

JR United Kingdom; Swindon; On-site; GBP 28,000 - 35,000; Full time

Job summary

A boutique financial planning firm in Buckinghamshire seeks a Paraplanner / Junior Adviser eager to develop a long-term career in finance. The role involves supporting two advisors, onboarding clients, and gradually taking on advisory responsibilities, with strong internal development support and a pathway to chartered status.

Benefits

Pathways and training for career progression

Mentoring from experienced advisors

Client-facing experience

Qualifications

• Experienced in a paraplanning or junior adviser role.
• Aspiring to chartered status.
• Thrives in a supportive, busy team environment.

Responsibilities

• Onboarding new clients and supporting existing client service.
• Assisting financial advisors during client meetings.
• Performing general administrative duties as needed.

Skills

Knowledge of financial planning

Client management

Collaboration

Education

DipFA or equivalent Level 4 qualification

Job description

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Paraplanner / Junior Adviser, Swindon, Wiltshire

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Client:

Fram Search

Location:

Swindon, Wiltshire, 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 role. The successful candidate will support 2 advisors, learn the business, meet clients, and gradually take on advisory responsibilities and client management.

This well-established independent and directly authorised 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 transition the business and clients to the adviser team.

Key duties include:

• Onboarding new clients and supporting existing client service
• Assisting financial advisors during client meetings
• Sending out letters of authority
• Liaising with product providers
• Collaborating closely with administrative staff
• 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 undertake a dual paraplanning/junior adviser role initially. The candidate should aspire to chartered status and thrive in a supportive, busy team environment.