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Permanent

Junior Wealth Planner, Brighton, Up to £55K DOE

Brighton
money-bag 50000.00-50000.00 Annual
Posted Yesterday

A highly regarded boutique wealth management firm in Brighton is seeking a Diploma-qualified Junior Wealth Planner with a strong paraplanning background. This is an excellent opportunity for someone looking to transition into a client-facing advisory role with clear long-term progression toward becoming a Senior Wealth Planner.The role offers exposure to high-net-worth clients within a supportive, ethical, and client-focused advisory environment.Key ResponsibilitiesSupport holistic financial planning across pensions, investments, tax and estate planningAttend client meetings and gradually develop full advisory responsibilitiesUse technical knowledge to research solutions and produce high-quality suitability reportsWork closely with senior advisers and support teams to deliver excellent client outcomesAbout YouLevel 4 Diploma in Financial Planning (minimum)Proven paraplanning experience within an IFA or financial planning environmentAmbition to move into a full advisory role and develop your own client relationshipsProfessional communication skills and a client-first mindsetWhat''s On OfferSalary up to £55,000 depending on experienceClear progression pathway toward Senior Wealth PlannerStudy support toward Chartered statusAccess to an established client base and referral opportunitiesCollaborative and supportive working cultureIf you are looking to step into a planning role with genuine development potential, please send your CV to Joanna at Financial Divisions, or get in ..... full job details .....

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Financial Divisions
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