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Junior Financial Planner

2 months ago


Chichester, West Sussex, United Kingdom Dynamite Recruitment Full time £25,000 - £35,000
Position Overview

Hybrid Working: Once acclimated to the role, flexible working arrangements will be available.

About the Role

We are seeking a Junior Financial Planner to join our esteemed Financial Advisory firm, Dynamite Recruitment. This is an excellent opportunity for individuals with prior experience in Financial Services, particularly those who have worked in administrative roles and are eager to advance their careers.

Key Responsibilities
  • Collaborate closely with the Senior Financial Planner, providing support and assistance with various tasks while gradually taking on increased responsibilities.
  • Conduct thorough analyses of client needs, develop cash flow projections, and meticulously document client information.
  • Research and evaluate a range of financial products to ensure optimal client solutions.
  • Manage cases from initial submission through to the completion of suitability reports and updated fact finds, including Pension Transfers (both money purchase and Defined Benefit), Income Drawdown, Investment Replacements, and new business.
Ideal Candidate Profile

The successful candidate will possess:

  • Previous experience in financial planning or wealth management.
  • Ability to work in a hybrid environment once fully integrated into the team.
  • Access to complimentary parking facilities.
  • A commitment to professional development and a keen interest in financial advisory services.

Join us at Dynamite Recruitment and take the next step in your financial planning career.