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- Tasks: Support senior wealth managers in providing tailored financial advice to clients.
- Company: Join a leading wealth management firm based in Brighton, focused on client success.
- Benefits: Earn up to GBP60,000 with career progression and full study support for qualifications.
- Why this job: Engage with high-net-worth clients and develop your skills in a supportive environment.
- Qualifications: Diploma-qualified in Financial Planning with experience as a Senior Paraplanner or Junior Chartered Adviser.
- Other info: Office-based role, 5 days a week in Brighton, fostering a collaborative team culture.
The predicted salary is between 36000 - 60000 £ per year.
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.
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Junior Wealth Planner, Up to GBP60,000 (based on experience), Brighton employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Wealth Planner, Up to GBP60,000 (based on experience), Brighton
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already working at firms like the one you're applying to. Attend industry events or webinars to make connections and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly around pensions, investments, and tax. This will not only boost your confidence but also demonstrate your commitment to staying informed during interviews.
✨Tip Number 3
Prepare to discuss specific examples from your previous roles that showcase your ability to provide tailored financial advice. Highlight any successful client interactions or strategies you've implemented that led to positive outcomes.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, services, and client base, so you can articulate how your skills and ambitions align with their goals and how you can contribute to their success.
We think you need these skills to ace Junior Wealth Planner, Up to GBP60,000 (based on experience), Brighton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Diploma in Financial Planning and any relevant experience as a Senior Paraplanner or Junior Chartered Adviser. Emphasise your technical knowledge in pensions, investments, tax, and estate planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and eagerness to progress within a client-focused firm. Mention specific examples of how you've provided financial advice and supported clients in the past.
Highlight Communication Skills: Since this role is client-facing, emphasise your excellent communication and interpersonal skills. Provide examples of how you've successfully engaged with clients and contributed to strategic discussions.
Showcase Your Commitment to Development: Mention your willingness to continuously develop your skills and technical knowledge. Highlight any relevant courses or qualifications you are pursuing or plan to pursue, especially those related to achieving Chartered status.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Fundamentals
Brush up on your knowledge of pensions, investments, tax, and estate planning. Being able to discuss these topics confidently will show that you're well-prepared and understand the core responsibilities of a Junior Wealth Planner.
✨Demonstrate Client-Focused Mindset
Since this role is client-facing, be ready to share examples of how you've successfully engaged with clients in the past. Highlight your communication skills and your ability to build relationships, as this is crucial for success in wealth management.
✨Prepare Questions for Your Interviewers
Show your interest in the firm by preparing thoughtful questions about their approach to wealth management and client service. This not only demonstrates your enthusiasm but also helps you assess if the firm aligns with your career goals.
✨Highlight Your Ambition and Growth Mindset
Express your eagerness to progress within the firm and your commitment to continuous learning. Mention any relevant qualifications or training you are pursuing, as this will resonate well with a company that values career development.
