https://jobs.co.uk/job/trainee-financial-advisor-dynamite-recruitment--95f641d0-3cc8-4058-9f71-136902761a41 RSS feed for Trainee Financial Advisor at Dynamite Recruitment. en-gb Sun, 16 Aug 2026 20:29:55 GMT https://jobs.co.uk/job/trainee-financial-advisor-dynamite-recruitment--95f641d0-3cc8-4058-9f71-136902761a41 https://jobs.co.uk/job/trainee-financial-advisor-dynamite-recruitment--95f641d0-3cc8-4058-9f71-136902761a41 Sun, 16 Aug 2026 11:51:06 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: 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... Permanent