A boutique, forward-thinking wealth management firm in Brighton is looking for a Diploma-qualified Junior Wealth Planner to join its growing team. This is an ideal opportunity for an experienced paraplanner who is ready to transition into a fully client-facing advisory role.
You’ll work closely with senior planners, gain exposure to high-net-worth clients, and follow a clear development pathway toward becoming a Senior Wealth Planner. The environment is collaborative, ethical and highly focused on delivering exceptional client outcomes.


Key Responsibilities
• Support holistic financial planning across pensions, investments, tax and estate planning
• Join client meetings and progressively build your own advisory responsibilities
• Conduct technical research and prepare high-quality suitability reports
• Work alongside senior advisers and support teams to deliver an excellent client experience


About You
• Level 4 Diploma in Financial Planning (minimum requirement)
• Strong paraplanning experience within an IFA or financial planning firm
• Ambition to build long-term client relationships as a planner
• Confident communicator with a client-first mindset


What’s On Offer
• Salary up to £55,000 depending on experience
• Structured progression path toward Senior Wealth Planner status
• Full study support toward Chartered
• Access to an established client base and internal referrals
• Supportive, collaborative working culture with genuine long-term opportunity


If you’re ready to step into a planning role with real development potential, please send your CV to Jo at Financial Divisions or get in touch for a confidential discussion.