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Permanent

Junior Wealth Planner - Brighton Up to £55,000 + Study Support

Brighton
money-bag 50000.00-50000.00 Annual
Posted Yesterday

A boutique, forward-thinking wealth management firm in Brighton is looking for a Diploma-qualified Junior Wealth Planner to join its growing team. This is an ideal opportunity for an experienced paraplanner who is ready to transition into a fully client-facing advisory role. You''ll work closely with senior planners, gain exposure to high-net-worth clients, and follow a clear development pathway toward becoming a Senior Wealth Planner. The environment is collaborative, ethical and highly focused on delivering exceptional client outcomes. Key Responsibilities • Support holistic financial planning across pensions, investments, tax and estate planning • Join client meetings and progressively build your own advisory responsibilities • Conduct technical research and prepare high-quality suitability reports • Work alongside senior advisers and support teams to deliver an excellent client experience About You • Level 4 Diploma in Financial Planning (minimum requirement) • Strong paraplanning experience within an IFA or financial planning firm • Ambition to build long-term client relationships as a planner • Confident communicator with a client-first mindset What''s On Offer • Salary up to £55,000 depending on experience • Structured progression path toward Senior Wealth Planner status • Full study support toward Chartered • Access to an established client base and internal referrals • Supportive, collaborative working culture with genuine long-term opportunity If you''re ready to ..... full job details .....

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BrightonYesterday
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