Aspiring Financial Planner Apprentice

Herbert Scott Ltd; Lewes; À distance; GBP 26 000 - 38 000; Plein temps

Résumé du poste

Herbert Scott Ltd. is looking for a Financial Planning Assistant to support client relationships and assist advisers. The role offers a pathway from client administration to paraplanning, with progression to Financial Planner for capable candidates.

The position is office-based and focused on service excellence and accurate case management. You will learn to manage client files, prepare meeting materials, and engage with clients directly as your experience grows, while building strong technical

Qualifications

• Support the business in building and maintaining deep, meaningful relationships with all clients.
• Coordinate meetings necessary to deliver new and review meeting client propositions.
• Own client meeting preparation and post-meeting follow up work with Financial Planners and Senior Paraplanners, including cashflow planning.
• Attend client meetings, assisting Financial Planners as required.
• Liaise with product providers to obtain and analyse existing policy information.
• Produce timely, compliant and accurate meeting file notes and support the writing of quality suitability reports.
• Maintain an understanding of Platforms used to support clients and the onboarding paperwork (Illustrations, Applications, KIIDs).

Responsabilités

• Support the team in growing client relationships and ensuring high service standards.
• Plan and coordinate client meetings and ensure follow up actions are completed.
• Prepare meeting materials, conduct cashflow planning support and document outcomes.
• Attend client meetings to assist Advisers and Paraplanners as needed.
• Collaborate with product providers to obtain and review policy information.
• Draft and maintain accurate meeting notes and suitability reports.
• Keep up to date with platforms and ensure onboarding paperwork is complete.

Outils

CRM system

Description du poste

Herbert Scott Ltd. is looking for a Financial Planning Assistant to support client relationships and assist advisers. The role offers a pathway from client administration to paraplanning, with progression to Financial Planner for capable candidates.

The position is office-based and focused on service excellence and accurate case management. You will learn to manage client files, prepare meeting materials, and engage with clients directly as your experience grows, while building strong technical