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Financial Adviser jobs in Ringmer

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    • Direct exposure to clients and financial planning.
    • The Role You will work closely with Financial Planners and Senior Paraplanners, supporting clients throughout…
    • Working closely with a team of experienced Advisers, you will play a key role in ensuring clients receive a seamless and professional experience.
    • Generous pension scheme – up to 12% contribution from Nestle.
    • 12 flexible days on top of 25-day holiday entitlement.
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    • Strong working knowledge of financial planning systems and tools.
    • Lead client meetings, fact finds, and the construction of tailored financial plans.
    • Providing ad hoc support to the adviser, anticipating needs, and proactively helping where necessary.
    • Providing general support to the adviser, including…
    • Previous financial services,mortggae, insurance or administration experience would be beneficial.
    • Processing protection applications, including life insurance,…
    • Preparing client review letters and financial planning documentation.
    • Previous experience within financial planning or wealth management.
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
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    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
    • Analytical and strategic thinking skills, adept at business planning and financial management.
    • You will be responsible for delivering accurate property…
    • Your expertise in mortgages and financial protection will empower clients to make informed decisions.
    • Maintaining client files, checking information and inputting client financial data onto the system.
    • Burfields House Wealth Management is looking for a proactive…
    • Mortgage Adviser: 3 years (required).
    • Your expertise will help drive the delivery of tailored financial advice, support report writing, and facilitate analysis to meet clients' financial goals.
    • Deliver financial plans and advice: in accordance with Progeny’s regulatory standards and rules, you will communicate financial plans and advice cohesively,…

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Trainee Financial Advisor
Dynamite Recruitment
·
3.2
Lewes
£35,000 - £45,000 a year
Full-time
Apply now

Job details

£35,000 - £45,000 a year
Full-time
Lewes

Full job description

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 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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