Job Description & How to Apply Below
We are partnering with a well-established and fast-growing wealth management firm, part of one of Europe’s largest financial advisory groups, to appoint a Junior Financial Adviser into their Reading office.
The business currently manages circa £2bn AUM and has a clear, well‑capitalised plan to grow to approximately £10bn AUM over the next five years, supported by ongoing organic growth and acquisitions across the UK.
This role is specifically designed for an experienced Paraplanner (or Junior Adviser) who is looking to take the next step into an advisory position, gaining client exposure and developing toward full adviser status within a highly supportive and well‑structured environment.
Key Responsibilities- Support Senior Financial Advisers with client meetings, suitability reports, and implementation of advice
- Gradually take on responsibility for client interactions, initially alongside a Senior Adviser
- Prepare and present elements of financial advice across pensions, investments, protection, and retirement planning
- Manage allocated client relationships over time as competence and confidence develop
- Work closely with paraplanning, administration, and compliance teams to ensure advice is accurate and compliant
- Maintain high standards of client service, record keeping, and regulatory compliance
- Currently working as a Paraplanner or Junior Financial Adviser within an IFA or wealth management firm
- Level 4 Diploma in Financial Planning (completed or close to completion)
- Strong technical grounding in pensions and investments
- Desire to move into a client-facing advisory role
- Professional, client-focused, and keen to develop long‑term within wealth management
- Comfortable learning under supervision and receiving structured feedback
- A clearly defined pathway from Paraplanner to Financial Adviser
- Structured mentoring and support from experienced advisers
- Exposure to client meetings and real advisory work from day one
- Strong paraplanning, administration, and compliance infrastructure
- Competitive employed salary with bonus and development support
- Long‑term career development within a large European‑backed advisory group
- Associate
- Full‑time
- Finance and Sales
Reading, England, United Kingdom
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