Financial Planning Assistant (Paraplanner)

Eden Rose; Lewes (DE); On-site; USD 47,000 - 61,000; Full time

Benefits offered by this job

Structured career development

Support toward Chartered Financial_Plq

Mentoring from experienced FinancialPl

Job summary

Eden Rose in Lewes, East Sussex, is seeking a Financial Planning Assistant to join a Chartered practice. The role offers a clear long-term development pathway toward Chartered Financial Planner status and substantial early client exposure.

You will work with a team of experienced Financial Planners, supporting client relationships, preparing for meetings and contributing to financial plans while developing technical and interpersonal skills for future progression.

Qualifications

• Minimum 2 years’ paraplanning experience.
• Level 4 Diploma in Financial Planning.
• Strong understanding of the financial planning process.
• Excellent communication and organisational skills.
• A genuine passion for delivering exceptional client service.
• Ambition to continue developing your technical knowledge and qualifications.

Responsibilities

• Support Financial Planners with client servicing activities.
• Prepare for client reviews and new business meetings.
• Assist with client onboarding and ongoing relationship management.
• Communicate with clients via telephone, email and written correspondence.
• Help build and maintain financial plans using Voyant.
• Collaborate with advisers to develop recommendations and planning solutions.
• Liaise with providers and third parties.
• Ensure client records and documentation remain accurate and up to date.
• Contribute to a consistently high level of client service across the business.

Skills

Paraplanning experience

Communication skills

Organisational skills

Client service mindset

Education

Level 4 Diploma in Financial Planning

Tools

Voyant cashflow modelling

Job description

East Sussex

£35,000 – £45,000 + Structured Career Development

Office-Based with Occasional Flexibility

Build Your Career Towards Chartered Financial Planner Status

Job Ref

90996

Location

Lewes

Salary

£35,000 - £45,000 Per Annum

Employment Type

Permanent

• Location: Lewes, East Sussex
• Type: Permanent
• Job #90996
• Salary: £35,000 - £45,000 Per Annum

Financial Planning Assistant

A highly respected Chartered Financial Planning practice in East Sussex is seeking a talented Financial Planning Assistant to join its growing team.

This is a rare opportunity to join a genuinely client-focused business that has designed this role as a long-term development position for someone who is ambitious about building a career in financial planning.

Unlike many Financial Planning Assistant positions, this role offers extensive exposure to clients, advisers and the financial planning process from day one. You will work closely with a team of experienced Financial Planners, supporting client relationships, preparing for meetings, contributing to financial plans and developing the technical and interpersonal skills required to become a successful Financial Planner in the future.

The Opportunity

The business operates a collaborative team structure, supporting multiple Financial Planners rather than being assigned to a single adviser. This provides excellent exposure to a wide range of client situations, planning strategies and financial planning disciplines.

You will be encouraged to play an active role throughout the client journey, gaining valuable experience that extends well beyond administration.

Career Progression

This position has a clearly defined long-term development pathway to take you to Chartered Financial Adviser status in 5 years.

The firm is committed to supporting professional development and ongoing qualifications for the right individual.

Key Responsibilities

• Supporting Financial Planners with client servicing activities
• Preparing for client review and new business meetings
• Assisting with client onboarding and ongoing relationship management
• Communicating with clients via telephone, email and written correspondence
• Helping to build and maintain financial plans using Voyant
• Working alongside advisers to develop recommendations and planning solutions
• Liaising with providers and third parties
• Ensuring client records and documentation remain accurate and up to date
• Contributing to a consistently high level of client service across the business

About You

To be considered for this role, you will have:

Essential

• Minimum 2 years’ paraplanning experience
• Level 4 Diploma in Financial Planning
• Strong understanding of the financial planning process
• Excellent communication and organisational skills
• A genuine passion for delivering exceptional client service
• Ambition to continue developing your technical knowledge and qualifications

Desirable

• Experience using Voyant or similar cashflow modelling software
• Progress towards higher-level financial planning qualifications
• Desire to ultimately progress into a Financial Planner role

What You’ll Receive

• Salary of £35,000 – £45,000, depending on experience
• Clear and structured long-term career pathway
• Support towards Chartered Financial Planner status
• Exposure to client meetings and adviser interactions
• Ongoing mentoring from experienced Financial Planners
• Broad involvement across administration, client support and financial planning
• A collaborative and supportive team environment
• The opportunity to become a future Financial Planner within the business

Working Arrangement

This is a predominantly office-based position in Lewes, East Sussex. The firm believes that close collaboration, mentoring and client exposure are key to long-term development, although occasional flexibility for home working may be available on ad-hoc basis when required.

If you’re an experienced paraplanner looking for a role that offers genuine progression, greater client exposure and a clear route to Chartered Financial Planner status, we’d be delighted to hear from you.

All applications will be handled in the strictest confidence.