Financial Planning Assistant

Herbert Scott Ltd; Lewes; On-site; GBP 35,000 - 45,000; Full time

Job summary

Herbert Scott Ltd in Lewes, United Kingdom, invites you to join a highly professional Chartered financial planning business where your career progression is mapped out from day one.

This development position is designed for someone who wants a long-term career in financial planning, with structured progression from Financial Planning Assistant, mentoring from experienced planners, and direct exposure to client meetings.

Qualifications

• Minimum 2 years’ experience as a paraplanner.
• Diploma-qualified.
• Studying towards, or keen to pursue, further professional financial planning qualifications.
• Passionate about delivering exceptional client service.
• Interested in developing both technical knowledge and client-facing skills.

Responsibilities

• Actively participate in all aspects of the financial planning process.
• Assist in client meetings and interaction with Financial Planners.
• Develop both technical knowledge and client relationship skills.

Skills

Paraplanner experience

Client service

Career progression

Office-based

Education

Diploma qualified

Job description

This is a unique opportunity to join a highly professional and client-focused Chartered financial planning business where your career progression is mapped out from day one.

Your Career Path

This role has been designed as a development position for a talented individual who wants to build a long-term career in financial planning.

We Offer

• Structured progression to gain experience as a Financial Planning Assistant
• Ongoing support towards the Chartered Financial Planner (or equivalent) qualification
• Direct exposure to client meetings and Financial Planner interactions
• Mentoring from experienced Financial Planners

What Makes This Opportunity Different?

This is not a role where you will be confined to administration. You will be actively involved in all aspects of the financial planning process, developing both technical expertise and client relationship skills.

The Person We Are Looking For

• Has a minimum of 2 years’ experience as a paraplanner
• Diploma qualified
• Studying towards, or keen to pursue, further professional financial planningqualifications
• Passionate about delivering exceptional client service
• Interested in developing both technical knowledge and client-facing skills
• Looking for genuine career progression and long-term opportunities
• Is prepared to be mainly office based so we can provide the necessary training

Anticipated Time frame (subject to ability / business needs)

• Years 1 & 2 building on existing Financial Planning Assistant skills
• Years 3,4 & 5 working towards & gaining Chartered status
• Year 5 onwards – migrating into full-time Chartered Financial Planner role, taking leads and direct responsibility for clients

Salary: £35,000 to £45,000 depending on level of experience

Join us and build a long-term career that takes you from Financial Planning Assistant to Chartered Financial Planner in your own right.