Junior Wealth Planner | Brighton | Up to £50,000 | Clear Pathway to Senior Adviser
other jobs Financial Divisions
Added before 9 Days
- England,South East,East Sussex,Brighton and Hove
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Full job descriptionA highly regarded boutique wealth management firm in Brighton is looking for a Diploma-qualified Junior Wealth Planner to join their close-knit advisory team — and take the next significant step in their career.
This is an ideal move for an experienced paraplanner who is ready to transition into a client-facing role, with a genuine and structured pathway toward becoming a Senior Wealth Planner over time.
The Firm
Boutique in size, but exceptional in quality. This is a firm built on strong values, long-standing client relationships, and a genuine commitment to doing right by both clients and the people who work there. You will be working alongside experienced senior advisers in a collaborative, ethical, and supportive environment — with access to a well-established HNW client base from the outset.
The Role
*Support the delivery of holistic financial planning across pensions, investments, tax planning, and estate planning
*Attend client meetings and progressively take on greater advisory responsibility over time
*Apply your technical knowledge to research suitable solutions and produce high-quality suitability reports
*Work closely with senior advisers and support teams to ensure outstanding client outcomes throughout
About You
*Level 4 Diploma in Financial Planning as a minimum
*Solid paraplanning experience gained within an IFA or financial planning environment
*Genuine ambition to step into a full advisory role and build your own client relationships
*Strong communication skills and a client-first approach in everything you do
What Is on Offer
*Salary up to £50,000 depending on experience
*Structured progression pathway toward Senior Wealth Planner
*Study support toward Chartered status
*Exposure to an established HNW client base with referral opportunities
*A collaborative, supportive culture where your development is taken seriously
If you are a technically strong paraplanner ready to make the move into planning and advice, I would very much like to hear from you.
Contact Joanna Clark in confidence.
This is an ideal move for an experienced paraplanner who is ready to transition into a client-facing role, with a genuine and structured pathway toward becoming a Senior Wealth Planner over time.
The Firm
Boutique in size, but exceptional in quality. This is a firm built on strong values, long-standing client relationships, and a genuine commitment to doing right by both clients and the people who work there. You will be working alongside experienced senior advisers in a collaborative, ethical, and supportive environment — with access to a well-established HNW client base from the outset.
The Role
*Support the delivery of holistic financial planning across pensions, investments, tax planning, and estate planning
*Attend client meetings and progressively take on greater advisory responsibility over time
*Apply your technical knowledge to research suitable solutions and produce high-quality suitability reports
*Work closely with senior advisers and support teams to ensure outstanding client outcomes throughout
About You
*Level 4 Diploma in Financial Planning as a minimum
*Solid paraplanning experience gained within an IFA or financial planning environment
*Genuine ambition to step into a full advisory role and build your own client relationships
*Strong communication skills and a client-first approach in everything you do
What Is on Offer
*Salary up to £50,000 depending on experience
*Structured progression pathway toward Senior Wealth Planner
*Study support toward Chartered status
*Exposure to an established HNW client base with referral opportunities
*A collaborative, supportive culture where your development is taken seriously
If you are a technically strong paraplanner ready to make the move into planning and advice, I would very much like to hear from you.
Contact Joanna Clark in confidence.
Job number 3778908
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Company Details:
Financial Divisions
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