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My client, a highly regarded boutique wealth management firm in Brighton, is looking for a Diploma-qualified Junior Wealth Planner with previous paraplanning experience. This is a fantastic opportunity for someone ready to step into a client-facing advisory role with clear progression toward becoming a Senior Wealth Planner.
This role offers hands-on exposure to high-net-worth clients, a strong mentoring structure, and a collaborative team environment focused on ethical, client-first advice.
Key responsibilities include:
- Supporting the delivery of comprehensive financial planning across pensions, investments, tax planning, and estate planning
- Taking part in client meetings and gradually progressing into full advisory responsibilities
- Using your technical knowledge to produce suitability reports and conduct in-depth research
- Working closely with senior advisers and support teams to ensure excellent client outcomes
We are looking for:
- Level 4 Diploma in Financial Planning as a minimum
- A strong background in paraplanning within a financial planning or IFA firm
- Clear ambition to become a fully-fledged adviser and grow your own client relationships
- A professional, ethical approach and excellent communication skills
What is on offer:
- A salary of up to £60k depending on experience
- A defined progression path to Senior Wealth Planner
- Full study support toward Chartered status
- Access to an established client base and referral network
- A supportive and collaborative working culture
If you are ready to make the move into a planning role with long-term development potential, we would love to hear from you.
Please send your CV to Jo at Financial Divisions
or get in touch for a confidential conversation.
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