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Trainee Financial Advisor

Job Posted: 5 days ago

Salary: £ 35,000 - 45,000 / Annum
Job Type: Permanent
Location: Lewes

Expire in: 22 days

Job 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
£35,000 - £45,000 

For more information please apply or contact Tegan at Dynamite Recruitment

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Before You Apply

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Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Trainee Financial Advisor job near me in Lewes! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!