Junior Wealth Planner, Up to GBP60,000 (based on experience), Brighton

Financial Divisions; United Kingdom; On-site; GBP 50,000 - 60,000; Full time

Job summary

A leading wealth management firm in Brighton is seeking a Junior Wealth Planner to provide comprehensive financial planning advice to high-net-worth individuals. The ideal candidate will be diploma-qualified and have experience as a Senior Paraplanner or Junior Chartered Adviser. The role offers up to £60,000 salary, clear career progression opportunities, and a supportive team environment.

Benefits

Salary up to GBP60,000

Career progression opportunities

Full study support for Chartered status

Collaborative team environment

Qualifications

• Diploma-qualified in Financial Planning or equivalent.
• Experience as a Senior Paraplanner or Junior Chartered Adviser.
• Strong technical knowledge across pensions, investments, tax, and estate planning.

Responsibilities

• Collaborate with senior wealth managers to deliver holistic financial advice.
• Prepare and present financial plans and strategies.
• Assist in managing a client portfolio with regular reviews.
• Attend client meetings and contribute to discussions.
• Continuously develop technical knowledge with full support.

Skills

Diploma in Financial Planning

Experience as Senior Paraplanner

Strong technical knowledge

Excellent communication skills

Education

Diploma-qualified in Financial Planning

Job description

This is a fantastic opportunity presented by a leading wealth management firm based in Brighton.

If you're a Diploma-qualified financial professional with experience as a Senior Paraplanner or a Junior Chartered Adviser, and you're looking to progress within a growing, client-focused firm, this role could be a perfect fit for you.

The Role:

As a Junior Wealth Planner, you'll be working alongside senior wealth managers to provide comprehensive, tailored financial planning advice to high-net-worth individuals and business owners. This is a client-facing role, where you'll play an integral part in supporting and advising clients across a range of financial matters, including pensions, investments, tax, and estate planning.

Key Responsibilities:

• Collaborate with senior wealth managers to deliver holistic financial advice to clients.
• Prepare and present detailed financial plans, reports, and strategies.
• Assist in managing a portfolio of clients, ensuring high levels of service and regular reviews.
• Attend client meetings and contribute to strategic discussions.
• Continuously develop your skills and technical knowledge, with full support for career progression.

The Ideal Candidate:

• Diploma-qualified in Financial Planning (or equivalent).
• Experience as a Senior Paraplanner or Junior Chartered Adviser looking to move into a wealth planning role.
• Strong technical knowledge across pensions, investments, tax, and estate planning.
• Excellent communication and interpersonal skills, with the ability to engage with clients.
• Ambitious and eager to progress within a supportive, client-focused firm.
• Comfortable working in an office-based role, 5 days a week in Brighton.

What's on Offer:

• Salary: Up to GBP60,000 depending on experience.
• Career progression opportunities with a clear pathway to more senior wealth management roles.
• Full study support for achieving Chartered status or other relevant qualifications.
• A collaborative and supportive team environment, where your growth and development are encouraged.

If you're ready to take the next step in your career and progress within a leading wealth management firm, please send your cv to Jo at Financial Divisions.