Paraplanner / Junior Adviser

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

Job summary

A boutique financial planning firm in Warrington seeks a Paraplanner / Junior Adviser to support advisors and manage client relationships. The role offers a clear development path, training, and the opportunity to build a long-term career in financial advising. Ideal candidates will have a Level 4 qualification and a strong interest in financial planning.

Benefits

Development pathway

Training opportunities

Mentoring

Qualifications

• Background as a paraplanner or junior adviser required.
• Aspiration to achieve chartered status.
• Ability to work in a supportive, busy team.

Responsibilities

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

Skills

Financial Planning

Client Management

Communication

Education

DipFA or equivalent Level 4 qualification

Job description

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Paraplanner / Junior Adviser, Warrington, Cheshire

Client:

Fram Search

Location:

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 client book management.

This well-established independent, directly authorised firm offers a development pathway, training, client-facing experience, and mentoring. It presents 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.

Responsibilities include but are not limited to:

• Onboarding new clients and supporting existing clients
• Assisting a financial advisor in client meetings
• Sending out letters of authority
• Liaising with product providers
• Collaborating 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 within the firm. They should also aim to achieve chartered status and enjoy working within a supportive, busy team.