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Client:
Fram Search
Location:
Bolton, Greater Manchester, 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. The ideal candidate is currently a paraplanner but wants to progress into a Junior Adviser position. The role involves paraplanning for two advisors, learning the business, and gradually taking on client-facing responsibilities.
This well-established, independent, and directly authorised firm is committed to internal talent development, offering a clear career 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 intends to pass the business and clients to the adviser team.
Responsibilities include but are not limited to:
* Onboarding new clients and supporting existing client service
* Supporting financial advisors in client meetings
* Sending out letters of authority
* Liaising with product providers
* Working closely with the administrator
* General administrative duties as needed
The ideal candidate will have a background in paraplanning or as a junior adviser, hold DipFA or equivalent Level 4 qualifications, 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 enjoy working within a supportive, busy team.
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