Trainee Financial Advisor

Description

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

GBP35,000 - GBP45,000

For more information please apply or contact Tegan at Dynamite Recruitment

Ad ID: 5418801153