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

ZipRecruiter; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A prestigious wealth management firm in Brighton seeks a Diploma-qualified Junior Wealth Planner. This role offers hands-on exposure to high-net-worth clients, a strong mentoring structure, and a clear path to becoming a Senior Wealth Planner. Ideal candidates will have paraplanning experience and a professional, ethical approach.

Benefits

Defined progression path to Senior Wealth Planner

Full study support toward Chartered status

Access to established client base

Supportive and collaborative working culture

Qualifications

• Strong background in paraplanning within a financial planning or IFA firm.
• Clear ambition to become a fully-fledged adviser.

Responsibilities

• Supporting the delivery of comprehensive financial planning.
• Taking part in client meetings and progressing into full advisory responsibilities.
• Producing suitability reports and conducting in-depth research.

Skills

Communication

Technical Knowledge

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

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 Jo at Financial Divisions

or get in touch for a confidential conversation.

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