At a Glance
- Tasks: Assist in financial planning and develop client relationships while gaining valuable experience.
- Company: A client-focused Chartered financial planning business with a clear career path.
- Benefits: Competitive salary, structured progression, mentoring, and support for professional qualifications.
- Other info: Office-based role with genuine long-term career opportunities.
- Why this job: Join a dynamic team and grow from Financial Planning Assistant to Chartered Financial Planner.
- Qualifications: Minimum 2 years as a paraplanner, diploma qualified, and keen on further qualifications.
The predicted salary is between 35000 - 45000 £ per year.
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 planning qualifications
- 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.
Financial Planning Assistant in Lewes employer: Herbert Scott Ltd
Join a leading Chartered financial planning business that prioritises your professional growth and client engagement from the outset. With structured progression, ongoing support for qualifications, and direct involvement in client interactions, this role offers a unique opportunity to develop both technical expertise and client relationship skills in a supportive office environment. Experience a culture that values exceptional service and long-term career development, making it an ideal place for aspiring financial planners.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant in Lewes
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Herbert Scott Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Assistant in Lewes
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Herbert Scott Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Herbert Scott Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Herbert Scott Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Herbert Scott Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Herbert Scott Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Herbert Scott Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
