Junior wealth Advisor

JR United Kingdom; Brighton; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading boutique wealth management firm in Brighton seeks a Diploma-qualified Junior Wealth Planner. This role provides a pathway to becoming a Senior Wealth Planner, offering exposure to high-net-worth clients and a supportive environment. Ideal candidates will have paraplanning experience and a strong desire for client relationship growth.

Benefits

Defined progression path to Senior Wealth Planner

Full study support toward Chartered status

Access to an established client base

Supportive and collaborative working culture

Qualifications

• Previous paraplanning experience required.
• Clear ambition to become a fully-fledged adviser.

Responsibilities

• Support delivery of comprehensive financial planning.
• Participate in client meetings and progress to advisory roles.
• Produce suitability reports and conduct in-depth research.

Skills

Communication

Ethical Approach

Education

Level 4 Diploma in Financial Planning

Job description

Social network you want to login/join with:

Junior Wealth Planner | Brighton | Up to £60K DOE

Location: Brighton

My client, a highly regarded boutique wealth management firm in Brighton, is looking for a Diploma-qualified Junior Wealth Planner with previous paraplanning experience. This is a fantastic opportunity for someone ready to step into a client-facing advisory role with clear progression toward becoming a Senior Wealth Planner.

This role offers hands-on exposure to high-net-worth clients, a strong mentoring structure, and a collaborative team environment focused on ethical, client-first advice.

Key responsibilities include:

• Supporting the delivery of comprehensive financial planning across pensions, investments, tax planning, and estate planning
• Taking part in client meetings and gradually progressing into full advisory responsibilities
• Using your technical knowledge to produce suitability reports and conduct in-depth research
• Working closely with senior advisers and support teams to ensure excellent client outcomes

We are looking for:

• Level 4 Diploma in Financial Planning as a minimum
• A strong background in paraplanning within a financial planning or IFA firm
• Clear ambition to become a fully-fledged adviser and grow your own client relationships
• A professional, ethical approach and excellent communication skills

What is on offer:

• A salary of up to £60k depending on experience
• A defined progression path to Senior Wealth Planner
• Full study support toward Chartered status
• Access to an established client base and referral network
• A supportive and collaborative working culture

If you are ready to make the move into a planning role with long-term development potential, we would love to hear from you.

Please send your CV to [emailprotected] or get in touch for a confidential conversation.

#wealthmanagement #financialplanning #paraplanner #brightonjobs #financialcareers #diplomaqualified #careerprogression