Dharmea Financial Planning was born out of a real passion for a company that would place clients at the centre. The company values are, treat others as you wish to be treated yourself, always. We want to be part of our client’s lives for the long term, to be able to enjoy the highs, but to be also there for the lows.

Providing financial advice is such a personal process which involves a large amount of trust, but in order to gain this, we first must work to build that rather than just expect it. It is important that we can prove to you that we are the right company to be entrusted with this very precious entity. Ensuring that our clients feel that they can pick the phone up to us, receiving the help and support they need at a given time. We feel that the way to do this is to be very clear with the advice we give our clients so that they have the time to digest the information.

We also want to encourage younger people to train in this amazing profession. To realise their aspirations and ambitions to grow into being the best adviser they can be. Covid has hampered these plans a little, as with a number of companies, but this will come back on track in the future.

Working within a small office environment with the Director, duties will include:
• Scanning client documents, statements, applications
• Creating client files both on a physical basis and on-line, telephoning companies to chased medical reports
• Making outward calls to existing clients to make appointments or chase outstanding documents
• Report writing
• Producing quotations
• Hospitality duties
• Meeting and greeting clients
• Creating meeting notes
• Inputting data using Word, Excel and PowerPoint
• Everyday will be different so must be adaptable

• Must have an outgoing personality
• Must be self assured and pro-active
• Must be a good listener
• Must be able to engage with people and be methodical
• Educated to a good standard
• Attention to detail is paramount
• Must be able to work on their own initiative

No formal qualifications required.

• 20 days holiday plus Bank holidays
• Christmas closure

Full training will be provided on:
• Data Protection
• Money Laundering
• Financial Crime
• Knowledge on all Financial Services