Paraplanner / Junior Adviser

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

Job summary

A boutique financial planning firm is seeking an ambitious individual ready to transition from a paraplanner to a Junior Adviser. This role includes supporting advisors, onboarding clients, and learning the business, with long-term career development and succession planning opportunities.

Benefits

Training and client-facing experience

Mentoring from experienced advisors

Career progression opportunities

Qualifications

• Background as a paraplanner or junior adviser.
• Willingness to undertake a dual paraplanning/junior adviser role.
• Aspiration to achieve chartered status.

Responsibilities

• Onboarding new clients and supporting existing client services.
• Assisting financial advisors in client meetings.
• Sending out letters of authority.

Skills

Knowledge of financial planning

Client management

Communication skills

Collaboration

Education

DipFA or equivalent Level 4 qualification

Job description

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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 eager to progress into a Junior Adviser position. The candidate will support 2 advisors, learn the business, and gradually take on client meetings, advice responsibilities, and manage parts of the client book.

This well-established independent and directly authorised firm is committed to developing talent from within, 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. There is potential for succession planning, as one partner plans to retire in a few years and transfer the business and clients to the advisory team.

Responsibilities include but are not limited to:

• Onboarding new clients and supporting existing client services
• Assisting financial advisors in 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 until fully integrated into the firm. The candidate should aspire to achieve chartered status and thrive in a supportive, busy team environment.