https://jobs.co.uk/job/trainee-financial-advisor-dynamite-recruitment--083e2c32-9150-4177-89dc-53c2a6af1e72 RSS feed for Trainee Financial Advisor at Dynamite Recruitment. en-gb Thu, 24 Sep 2026 04:26:29 GMT https://jobs.co.uk/job/trainee-financial-advisor-dynamite-recruitment--083e2c32-9150-4177-89dc-53c2a6af1e72 https://jobs.co.uk/job/trainee-financial-advisor-dynamite-recruitment--083e2c32-9150-4177-89dc-53c2a6af1e72 Mon, 21 Sep 2026 23:00:00 GMT Location: Portsmouth | Salary: £35000 - £45000/annum £35,000 - £45,000 | Type: Permanent | 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 Fina... Permanent