A highly regarded boutique wealth management firm in Brighton is seeking a Diploma-qualified Junior Wealth Planner with a strong paraplanning background. This is an excellent opportunity for someone looking to transition into a client-facing advisory role with clear long-term progression toward becoming a Senior Wealth Planner.
The role offers exposure to high-net-worth clients within a supportive, ethical, and client-focused advisory environment.
Key Responsibilities
*Support holistic financial planning across pensions, investments, tax and estate planning
*Attend client meetings and gradually develop full advisory responsibilities
*Use technical knowledge to research solutions and produce high-quality suitability reports
*Work closely with senior advisers and support teams to deliver excellent client outcomes
About You
*Level 4 Diploma in Financial Planning (minimum)
*Proven paraplanning experience within an IFA or financial planning environment
*Ambition to move into a full advisory role and develop your own client relationships
*Professional communication skills and a client-first mindset
What’s On Offer
*Salary up to £55,000 depending on experience
*Clear progression pathway toward Senior Wealth Planner
*Study support toward Chartered status
*Access to an established client base and referral opportunities
*Collaborative and supportive working culture
If you are looking to step into a planning role with genuine development potential, please send your CV to Joanna at Financial Divisions, or get in touch for a confidential discussion.