At a Glance
- Tasks: Support clients in financial planning and prepare for client meetings.
- Company: Professional Chartered financial planning business with a client-focused approach.
- Benefits: Competitive salary, structured career progression, and mentoring from experienced professionals.
- Other info: Long-term career opportunity in a supportive office environment.
- Why this job: Gain hands-on experience and develop your skills towards becoming a Chartered Financial Planner.
- Qualifications: 2 years' Paraplanning experience and a Diploma in Financial Planning.
The predicted salary is between 35000 - 45000 £ per year.
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.
- 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
Trainee Financial Advisor in Lewes employer: Dynamite Recruitment Solutions Ltd
Join a dynamic and rapidly growing mechanical and construction fit-out company based in Central London, where your expertise as a Mechanical Project Manager will be valued and rewarded. With a strong focus on career development, competitive salary increases, and a vibrant work culture that includes team outings and social events, this employer offers a supportive environment for professional growth. Be part of a team dedicated to delivering exceptional service in the HVAC industry while enjoying the benefits of a performance-based bonus and increasing holiday allowance.
Contact Details:
Dynamite Recruitment Solutions Ltd Recruitment Team
