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Junior Wealth Planner / Junior Independent Financial Advisor - Brighton - Up to £60,000 (DOE)

Financial Divisions
Posted 22 days ago, valid for 7 days
Location

Brighton, East Sussex BN1 8EG, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This office-based role offers a salary of up to £60,000, depending on experience.
  • Candidates should have a Diploma in Financial Planning and experience as a Senior Paraplanner or Junior Adviser.
  • The position involves partnering with senior advisers to create and deliver financial plans for high-net-worth clients.
  • Strong communication skills and a collaborative mindset are essential for success in this client-facing role.
  • This opportunity provides a clear career pathway with support for further professional development, including study towards Chartered status.

Office-based, Monday to Friday

Ready to take your financial career to the next level?Join one of Brighton’s top wealth management firms, where your expertise will help shape the financial futures of high-net-worth clients. If you’re Diploma-qualified and have cut your teeth as a Senior Paraplanner or Junior Adviser, this is your chance to step up and shine in a client-facing role.

?? Why This Role?

You’ll work hand-in-hand with experienced Wealth Managers, delivering bespoke financial planning solutions to successful individuals and business owners. From pensions and investments to tax and estate strategies — you’ll be at the heart of your clients’ financial journeys.

?? What You’ll Be Doing:

  • Partnering with senior advisers to craft and deliver holistic financial plans
  • Preparing detailed reports and presenting tailored strategies to clients
  • Managing and nurturing your own portfolio of valued clients
  • Attending client meetings and contributing to high-level financial discussions
  • Growing your skills with full backing to progress your career

? We’re Looking For:

  • Diploma in Financial Planning (or equivalent)
  • Experience as a Senior Paraplanner or Junior Chartered Adviser ready to step forward
  • Solid knowledge of pensions, investments, tax, and estate planning
  • A people person with strong communication and relationship-building skills
  • Ambitious, driven, and eager to grow within a collaborative team
  • Happy to be office-based in Brighton, 5 days a week

�? What’s In It For You?

  • Up to £60,000 salary (depending on experience)
  • Clear career pathway with opportunities to advance
  • Full study support towards Chartered status and beyond
  • A supportive team environment where your success is celebrated

�? Your Next Step Starts Here

Ready to elevate your career and make your mark in wealth management?Send your CV today to Ryan at Financial Divisions — I’d love to hear from you!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.