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 meetingsSupporting cashflow planningManaging meeting preparation and follow-upLiaising with product providersPreparing suitability reports and client documentationSupporting new business and platform administrationMaintaining accurate and compliant client files About You We''re looking for someone who:Has at least 2 years'' Paraplanning experienceHolds the Diploma in Financial PlanningIs studying towards, or keen to pursue, further qualificationsHas a genuine passion for client serviceWants to develop their technical and client-facing skillsIs ambitious and looking for long-term career progressionIs happy to be mainly office based during their development What''s on Offer? Structured career progression towards Chartered Financial PlannerSupport with further professional qualificationsMentoring from experienced Financial PlannersDirect exposure to clients and financial planningA genuine long-term career opportunityOffice based, Lewes£35,000 - £45,000 For more information please apply or contact Tegan at Dynamite ..... full job details .....