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Paraplanner / Junior Adviser, Leeds, West Yorkshire
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Client:
Fram Search
Location:
Leeds, West Yorkshire, 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 position. The candidate will paraplane for 2 advisors, learn the business, meet clients, and gradually take on advisory responsibilities and client book management.
This well-established independent and directly authorised firm offers a development pathway, training, client-facing experience, and mentoring. It provides 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.
The duties 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/junior adviser background, hold the DipFA or equivalent level 4 qualifications, and be willing to perform both paraplanning and junior advising roles until fully integrated into the firm. The candidate should also aim for chartered status and enjoy working in a supportive, busy team environment.
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