Paraplanner - Trainee Financial Advisor
Paraplanner Location: Lewes, East SussexSalary: Up to £45,000 depending on experienceJob Type: Full-time, PermanentWorking Pattern: Office-based About the Role An exciting opportunity has arisen for an experienced Paraplanner to join a professional Financial Planning team in Lewes. This is more than a traditional Paraplanning position. It offers an experienced Paraplanner the opportunity to develop their technical knowledge, client-facing skills and wider Financial Planning experience, with a clear pathway towards becoming a Chartered Financial Planner. The successful candidate will work closely with experienced Financial Planners, gaining exposure to all aspects of the financial planning process and gradually taking on increased responsibility for clients. Career Progression A structured development pathway is in place, designed to support your progression into Financial Advice: Years 1-2: Build on your existing Paraplanning and Financial Planning skills Years 3-5: Continue professional development and work towards Chartered status Year 5 onwards: Progress towards a full-time Chartered Financial Planner role, taking responsibility for clients and developing your own client relationships This is an excellent opportunity for a Paraplanner who is serious about progressing into Financial Advice and building a long-term career within Financial Planning. Key Responsibilities Provide Paraplanning and technical support to Financial Planners Undertake financial planning research ..... full job details .....
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