Junior Financial Planner

ZipRecruiter; England; On-site; GBP 38,000 - 43,000; Full time

Job summary

A leading financial planning firm is seeking a Junior Financial Planner in Sussex. This role offers a pathway for Level 4 qualified professionals to transition into advisory positions, providing personalised financial guidance and building client relationships. With support from senior advisers, you'll develop essential skills and take on client responsibilities in a collaborative environment.

Qualifications

• 1-2 years’ experience in a Wealth Management support role.
• Solid understanding of financial planning principles.
• Desire to develop into a fully competent Financial Planner.

Responsibilities

• Provide clients with personalised financial guidance.
• Build and maintain trusted relationships with clients.
• Liaise closely with compliance and paraplanning teams.

Skills

Attention to Detail

Client-first Mindset

Strong Report Writing

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Job Description

Junior Financial Planner

Location - Sussex

Salary: £38,000 - £43,000

Overview

This is an excellent opportunity for a Level 4 qualified professional currently working in a support role (e.g., Paraplanner or Senior Administrator) to take the next step into Financial Planning. You'll join an experienced and supportive team offering holistic, whole-of-market advice, with a clear development pathway into a full advisory position.

You’ll start with a small client bank and be supported by senior advisers and management to build your confidence, technical understanding, and client relationship skills.

Key Responsibilities

• Provide clients with personalised financial guidance using the firm’s established planning framework and tools
• Build and maintain trusted relationships with clients, delivering advice that reflects their needs, goals, and risk profile
• Conduct regular client reviews in line with internal service standards
• Liaise closely with compliance, paraplanning, and admin teams to ensure efficient advice delivery and adherence to process
• Keep accurate, up-to-date client records and documentation
• Attend all required training, team meetings, and CPD sessions
• Gradually take on more responsibility for managing and onboarding your own clients

Desired Skills & Experience

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
• At least 1-2 years’ experience in a Wealth Management support role (e.g., paraplanning, technical support, or administration)
• Solid understanding of financial planning principles, including investments, pensions, and protection
• High attention to detail, with strong report writing and documentation skills
• A client-first mindset, with a passion for delivering excellent service
• A desire to develop into a fully competent Financial Planner
• Comfortable managing workload and prioritising tasks efficiently

Behaviours & Values

• Positive, proactive, and collaborative approach to working with colleagues
• Willingness to learn from experienced planners and take on constructive feedback
• Uphold the firm’s client-first ethos in all interactions
• Commitment to ongoing professional development and maintaining up-to-date industry knowledge

This is an ideal role for someone who has achieved their Level 4 qualifications and is now ready to move into a client-facing role with the support of a collaborative and reputable financial planning firm.