Herbert Scott Ltd
Financial Planning Assistant
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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.
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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
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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.
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