At a Glance
- Tasks: Support clients in their financial planning journey and assist experienced Financial Planners.
- Company: Professional Chartered financial planning business focused on client service.
- Benefits: Structured career progression, mentoring, and support for further qualifications.
- Other info: Office-based role in Lewes with a competitive salary of £35,000 - £45,000.
- Why this job: Gain hands-on experience and develop your skills in a rewarding financial career.
- 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. 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
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
- #J-18808-Ljbffr
Trainee Financial Advisor in Lewes employer: Dynamite Recruitment Solutions
Join a dynamic team in Portsmouth as a Debt Recovery Agent, where your contributions will be valued in a supportive work culture that prioritises employee growth and development. Enjoy competitive pay, a collaborative environment, and the opportunity to make a meaningful impact by assisting customers in managing their finances effectively. With a focus on professional development and a commitment to compliance, this role offers a rewarding experience for those looking to advance their careers in customer support and debt recovery.
Contact Details:
Dynamite Recruitment Solutions Recruitment Team
