Job Title: Paraplanner / Junior Financial Advisor
Client:
Fram Search
Location:
Bournemouth, United Kingdom
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. The role is suitable for someone currently a paraplanner who wants to progress into a Junior Adviser position.
The successful candidate will support two advisors, learn the business, meet clients, and gradually take on advisory responsibilities and manage client relationships. The firm offers a development pathway, training, client-facing experience, and mentoring, with potential for career progression and succession planning as a partner considers retirement in a few years.
Responsibilities include:
* Onboarding new clients and supporting existing clients
* Assisting financial advisors in client meetings
* Sending out letters of authority
* Liaising with product providers
* Collaborating closely with the administrator
* Performing general administrative 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 undertake a dual paraplanning/junior adviser role until fully integrated. The candidate should aspire to achieve chartered status and enjoy working within a supportive, busy team.
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