Trainee Financial Advisor: Path to Chartered Planner

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

Benefits offered by this job

Structured career progression towards"

Support with professional attachments

Mentoring from experienced FinancialPl

Direct exposure to clients

Long-term career opportunity

Job summary

Dynamite-Recruitment-Solutions is seeking a Paraplanner to join a Chartered financial planning business in Lewes. You will work with Financial Planners and Senior Paraplanners, supporting clients through the planning process and preparing documents for meetings.

The role offers a clear path towards Chartered Financial Planner status, with mentoring and support for further qualifications. Excellent long-term career development is provided in an office-based setting.

Qualifications

• 2 years paraplanning experience
• Diploma in Financial Planning
• Studying towards or keen to pursue further qualifications
• Genuine passion for client service

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

Skills

Paraplanning

Education

Diploma in Financial Planning

Further qualifications (studying towards)

Job description

Dynamite-Recruitment-Solutions is seeking a Paraplanner to join a Chartered financial planning business in Lewes. You will work with Financial Planners and Senior Paraplanners, supporting clients through the planning process and preparing documents for meetings.

The role offers a clear path towards Chartered Financial Planner status, with mentoring and support for further qualifications. Excellent long-term career development is provided in an office-based setting.