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Client:
Fram Search
Location:
Oxford district, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
10
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 aiming to progress into a Junior Adviser position. The candidate will support two advisors by paraplanning, learning the business, meeting clients, and gradually taking on advising responsibilities and managing some client accounts.
This well-established independent and directly authorized firm is committed to developing talent internally, 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 intends to transfer the business and clients to the adviser team.
Key duties include:
* Onboarding new clients and supporting existing client service
* Assisting a financial advisor during 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 background in paraplanning or as a junior adviser, hold the DipFA or equivalent Level 4 qualification, and be willing to undertake dual paraplanning/junior adviser roles until fully integrated into the firm. The candidate should also aspire to achieve chartered status and thrive in a supportive, busy team environment.
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