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 step into a planning role with real development potential, please send your CV to Jo at Financial Divisions or get in touch for a confidential discussion.