https://jobs.co.uk/job/trainee-financial-advisor-dynamite-recruitment--73ed49ea-f2a0-4eef-b1d7-c7d46c6f8b0f RSS feed for Trainee Financial Advisor at Dynamite Recruitment. en-gb Thu, 24 Sep 2026 05:50:14 GMT https://jobs.co.uk/job/trainee-financial-advisor-dynamite-recruitment--73ed49ea-f2a0-4eef-b1d7-c7d46c6f8b0f https://jobs.co.uk/job/trainee-financial-advisor-dynamite-recruitment--73ed49ea-f2a0-4eef-b1d7-c7d46c6f8b0f Wed, 23 Sep 2026 11:54:25 GMT Location: Portsmouth | Salary: 35000.00-35000.00 Annual | 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 Financial Planner Support with further professi... Permanent