Trainee Financial Advisor
Dynamite Recruitment
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
- 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
- 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
For more information please apply or contact Tegan at Dynamite Recruitment
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