Paraplanner / Junior Adviser

Social network you want to login/join with: col-narrow-left Client: Fram Search Location: Chesterfield, United Kingdom Job Category: Other – EU work permit required: Yes col-narrow-right Job Views: 3 Posted: 06.06.2025 Expiry Date: 21.07.2025 col-wide 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. The ideal candidate is currently a paraplanner but wants to progress into a Junior Adviser position. Our client is looking for someone to paraplane for 2 advisors, learn the business, and gradually take on client responsibilities. This well-established, independent, and directly authorized firm is committed to fostering talent from within. They offer a development pathway, 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 of the partners plans to retire in a few years and wants to pass the business and clients to the adviser team. The main duties include but are not limited to: Onboarding new clients and supporting in servicing existing clients Supporting financial advisors during client meetings Sending out letters of authority Liaising with product providers Working closely with the administrator Performing general administration duties as needed The ideal candidate will have a paraplanning or junior adviser background, hold the DipFA or equivalent Level 4 qualifications, and be willing to perform a dual paraplanning/junior adviser role until fully integrated into the firm. They should also aim to work towards chartered status and enjoy being part of a supportive and busy team. #J-18808-Ljbffr