At a Glance
- Tasks: Support Financial Planners in preparing for meetings and producing suitability reports.
- Company: Join a client-focused Chartered financial planning business in Lewes.
- Benefits: Receive mentoring, study support, and a clear path to becoming Chartered.
- Other info: Office-based role with a supportive team and long-term career opportunities.
- Why this job: Kickstart your finance career with hands-on experience and professional growth.
- Qualifications: No prior experience needed; just a passion for finance and learning.
The predicted salary is between 25650 - 31350 £ per year.
Dynamite Recruitment Solutions Ltd is partnering with a professional, client-focused Chartered financial planning business in Lewes, offering a clear development path toward becoming a Chartered Financial Planner.
As a paraplanning support, you will work with Financial Planners and Senior Paraplanners, preparing for meetings, supporting cashflow planning, and producing suitability reports.
This office-based role includes mentoring and study support for qualifications.
Trainee Financial Planner: Path to Chartered with Mentoring in Lewes employer: Dynamite Recruitment Solutions Ltd
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Contact Details:
Dynamite Recruitment Solutions Ltd Recruitment Team
