Trainee Financial Advisor in Lewes

Posted by Dynamite Recruitment

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:
  • Ideally has Paraplanning experience
  • Holds or working towards 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

For more information please apply or contact Tegan at Dynamite Recruitment

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