Trainee Financial Advisor

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