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This is a fantastic opportunity presented by a leading wealth management firm based in Brighton.
If you’re a Diploma-qualified financial professional with experience as a Senior Paraplanner or a Junior Chartered Adviser, and you're looking to progress within a growing, client-focused firm, this role could be a perfect fit for you.
The Role:
As a Junior Wealth Planner, you’ll be working alongside senior wealth managers to provide comprehensive, tailored financial planning advice to high-net-worth individuals and business owners. This is a client-facing role, where you’ll play an integral part in supporting and advising clients across a range of financial matters, including pensions, investments, tax, and estate planning.
Key Responsibilities:
- Collaborate with senior wealth managers to deliver holistic financial advice to clients.
- Prepare and present detailed financial plans, reports, and strategies.
- Assist in managing a portfolio of clients, ensuring high levels of service and regular reviews.
- Attend client meetings and contribute to strategic discussions.
- Continuously develop your skills and technical knowledge, with full support for career progression.
The Ideal Candidate:
- Diploma-qualified in Financial Planning (or equivalent).
- Experience as a Senior Paraplanner or Junior Chartered Adviser looking to move into a wealth planning role.
- Strong technical knowledge across pensions, investments, tax, and estate planning.
- Excellent communication and interpersonal skills, with the ability to engage with clients.
- Ambitious and eager to progress within a supportive, client-focused firm.
- Comfortable working in an office-based role, 5 days a week in Brighton.
What’s on Offer:
- Salary: Up to £60,000 depending on experience.
- Career progression opportunities with a clear pathway to more senior wealth management roles.
- Full study support for achieving Chartered status or other relevant qualifications.
- A collaborative and supportive team environment, where your growth and development are encouraged.
If you’re ready to take the next step in your career and progress within a leading wealth management firm, please send your cv to Jo at Financial Divisions.
