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 £50,000 depending on experience
* 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 joc@financialdivisions.co.uk or get in touch for a confidential discussion.
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