Trainee Financial Advisor

This is an exciting opportunity to join a professional, client-focused Chartered financial planning business, with a clear development path towards becoming a Chartered Financial Planner.

The Role You will work closely with Financial Planners and Senior Paraplanners, supporting clients throughout the financial planning process. Your responsibilities will include:

Preparing for and attending client meetings
Supporting cashflow planning
Managing meeting preparation and follow-up
Liaising with product providers
Preparing suitability reports and client documentation
Supporting new business and platform administration
Maintaining accurate and compliant client files About You We're looking for someone who:

Has at least 2 years' Paraplanning experience
Holds the Diploma in Financial Planning
Is studying towards, or keen to pursue, further qualifications
Has a genuine passion for client service
Wants to develop their technical and client-facing skills
Is ambitious and looking for long-term career progression
Is happy to be mainly office based during their development What's on Offer?
Structured career progression towards Chartered Financial Planner
Support with further professional qualifications
Mentoring from experienced Financial Planners
Direct exposure to clients and financial planning
A genuine long-term career opportunity
Office based, Lewes
£35,000 - £45,000

For more information please apply or contact Tegan at Dynamite Recruitment

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