Financial Planning Assistant: Path to Chartered Planner

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

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.