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Are you a Diploma-qualified Paraplanner ready to make the move into a client-facing advisory role?
Our client, a well-established boutique wealth management firm in Essex, is seeking a motivated Junior Wealth Planner with strong technical knowledge and paraplanning experience. This is a brilliant opportunity to transition into advice, with a clear, structured pathway toward becoming a Senior Wealth Planner.
What You’ll Be Doing:
- Supporting the delivery of holistic financial advice across pensions, investments, tax, and estate planning
- Participating in client meetings and gradually taking on full advisory responsibilities
- Producing suitability reports and conducting in-depth research to support tailored advice
- Collaborating closely with senior advisers and support teams to ensure exceptional client service
What We’re Looking For:
- Level 4 Diploma in Financial Planning (minimum)
- Solid paraplanning background within an IFA or financial planning firm
- A clear desire to progress into an adviser role and build lasting client relationships
- Strong ethics, professionalism, and excellent communication skills
What’s on Offer:
- Competitive salary up to £45,000 depending on experience
- Defined progression route to Senior Wealth Planner
- Full support towards achieving Chartered status
- Access to a loyal client base and strong referral network
- A collaborative, values-driven culture focused on long-term client outcomes
If you're ready to take the next step in your financial planning career and would thrive in a supportive, client-first environment, we’d love to hear from you.
Apply today: Send your CV or get in touch for a confidential conversation with Sam at Fianancial Divisions.
