Trainee Financial Advisor: Path to Chartered Planner in Lewes

Trainee Financial Advisor: Path to Chartered Planner in Lewes

Lewes Trainee 25650 - 31350 Β£ / year (est.) No working from home possible
Dynamite Recruitment Solutions

At a Glance

  • Tasks: Support clients and prepare documents for financial planning meetings.
  • Company: Join a Chartered financial planning business in Lewes.
  • Benefits: Mentoring, support for qualifications, and excellent career development.
  • Other info: Office-based role with a clear career progression path.
  • Why this job: Achieve Chartered Financial Planner status with hands-on experience.
  • Qualifications: Interest in finance and strong communication skills.

The predicted salary is between 25650 - 31350 Β£ per year.

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.

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Trainee Financial Advisor: Path to Chartered Planner 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.

Dynamite Recruitment Solutions

Contact Details:

Dynamite Recruitment Solutions Recruitment Team

We think you need these skills to ace Trainee Financial Advisor: Path to Chartered Planner in Lewes

Financial Planning
Client Support
Document Preparation
Communication Skills
Attention to Detail
Mentoring
Career Development