Full job descriptionThis 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 professional qualifications
*Mentoring from experienced Financial Planners
*Direct exposure to clients and financial planning
*A genuine long-term career opportunity

Office based, Lewes
£35,000 - £45,000

For more information please apply or contact Tegan at Dynamite Recruitment

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