Trainee Financial Advisor

Dynamite Recruitment; Lewes; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Career progression

Qualification support

Mentoring

Job summary

Dynamite Recruitment is assisting a professional Chartered financial planning business in Lewes to recruit a Paraplanner. You will work closely with Financial Planners and Senior Paraplanners, supporting clients throughout the financial planning process and preparing for meetings.

Office-based role with a clear path toward Chartered Financial Planner, mentoring from experienced planners, and support to pursue further professional qualifications.

Qualifications

• Has at least 2 years' Paraplanning experience.
• Holds the Diploma in Financial Planning.
• Is studying towards, or keen to pursue, further qualifications.

Responsibilities

• 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

Education

Diploma in Financial Planning

Studying towards further qualifications

Job description

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

• 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

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