A well-regarded boutique wealth management firm in Brighton is on the lookout for an Associate Financial Planner — someone with the technical depth of a seasoned paraplanner and the drive to start doing more with it.
This isn’t a "maybe one day you’ll see a client" kind of role. From early on, you’ll be in the room, building relationships and growing into a fully-fledged planning career.
What You’ll Be Doing
You’ll work alongside experienced senior planners to support holistic financial planning across pensions, investments, tax and estate planning. You’ll attend client meetings, take on growing advisory responsibilities over time, and use your technical knowledge to research solutions and craft high-quality suitability reports. Client outcomes will always be at the heart of everything you do.
What We’re Looking For
You’ll be Level 4 Diploma-qualified with solid paraplanning experience behind you — ideally within an IFA or financial planning firm. More importantly, you’ll be genuinely hungry to develop your own client relationships and build a long-term career in planning. You communicate with confidence and always put the client first.
What’s Waiting For You
A salary up to £50,000, study support toward Chartered status, a warm and established client base, and a clear route to Senior Financial Planner — all within a firm that takes its culture as seriously as its client outcomes.
Interested? Send your CV to Jo at Financial Divisions or drop Jo a message for a confidential conversation.