At a Glance
- Tasks: Support financial advisers and prepare for client meetings while developing key skills.
- Company: Eden Rose, a Chartered Financial Planning practice in Lewes.
- Benefits: Structured career path, mentorship, and potential for Chartered status within five years.
- Other info: Office-based role with occasional flexibility and clear growth opportunities.
- Why this job: Gain early client exposure and grow your career in financial planning.
- Qualifications: Interest in finance and strong interpersonal skills.
The predicted salary is between 27000 - 33000 £ per year.
Eden Rose in Lewes, East Sussex, is seeking a Financial Planning Assistant to join a Chartered Financial Planning practice.
The role offers a structured career path with early client exposure and mentorship, supporting advisers and preparing for meetings to build technical and interpersonal skills for future Chartered status.
The position is office-based with occasional flexibility and a clear growth trajectory toward becoming a Chartered Financial Planner within five years.
#J-18808-Ljbffr
Paraplanner to Chartered Financial Planner – Office-Based in Lewes employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
