Trainee Financial Planner: Path to Chartered Planner

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

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.