Financial planner Work, Jobs in Crawley, Wsx (with Salaries)

Financial Planning Assistant
Herbert Scott —Lewes
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
Quick apply
13d
Financial Planner
The Progeny Group Limited —Worthing
- Full-time
- Remote
- Employee assistance programme
- Referral programme
Quick apply
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
2d
Financial Planner (Virtual)
The Progeny Group Limited —Worthing
- £150,000 - £400,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Research
- Employee assistance programme
- Referral programme
Quick apply
Client Relationship Support
AAB —Horsham
- Hybrid work
- Microsoft Word
- Continuous improvement
- Organisational skills
- Annual leave
- Employee assistance programme
6d
Paraplanner
Benchmark Capital —Horsham
- Full-time
- Writing skills
- Mentoring
- Communication skills
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills

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Financial Planning Assistant

Herbert Scott
Lewes

Quick apply

Job details

Permanent | Full-time
£35,000 - £45,000 a year
13 days ago

Benefits

Company pension
Private medical insurance
Life insurance

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

We are a forward-thinking Chartered financial planning firm based in the county town of Lewes, East Sussex where our employees thrive from being part of a fantastic, long-established team operating in a culture-based office environment. Our playing field is a level one, with everyone having the freedom to communicate openly and the opportunity to make the most of their role. We are supportive of ongoing learning, uphold the value of working as a team and have recently moved to a fabulous re-furbished office in the hub of the town centre, designed as a professional, yet friendly space for the enjoyment of our clients and employees alike.

The Company: Herbert Scott was founded in 1996 by David Herbert and Kevin Scott with the focus on growing a sustainable financial services business that, one day, will run independently of its owners.

Today, Herbert Scott is a successful, professional firm that is looking to continue growing over the coming years. We are client-centred, focusing on our service, and our guiding principles can be summarised as Integrity, Sustainability and Learning.

The Position: Are you an aspiring financial planning professional looking for more than just a support role?This role has been designed as a development position for a talented individual who wants to build a long-term career in financial planning. 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.

Anticipated Timeframe (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 client

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

Further details of key duties, responsibilities and personal specification will be provided at interview, or upon request.

The Location: Herbert Scott is based in the centre of Lewes, East Sussex. Our new office has been developed with flexible and healthy working in mind, and employees are encouraged to move around the building to enjoy different types of working environments, depending upon the tasks they are undertaking.

There is on-street parking less than 10 minutes away and the local train station, which provides direct links to Brighton, Eastbourne and Haywards Heath, is just a 5-minute walk. We have an abundance of independent and well-known shops and cafes within walking distance, making it easy to enjoy the vibrancy of this lovely county town.

Why Should You Apply?

· Herbert Scott is one of the most professional and forward-thinking financial planning practices in the area, and truly wants every employee to enjoy coming to work

· We offer some flexibility in our approach to working hours to help support your work/life balance, but this is a predominantly office-based role.

· We are a progressive business that is always striving to improve and, as such, will support any further learning you wish to undertake and will listen to your ideas

· We offer a fantastic range of benefits, have a fabulous new office, a brilliant team and a desire to grow the business

Job Types: Full-time, Permanent

Pay: £35,000.00-£45,000.00 per year

Benefits:

Company pension
Life insurance
Private medical insurance

Experience:

Paraplanning: 2 years (required)
Financial Services: 2 years (required)

Licence/Certification:

minimum: Diploma in Financial Services (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial planner jobs in crawley, wsx

Financial Planning Assistant

Financial Planner

Financial Planner

Client Support Executive

Financial Planner (Virtual)

Client Relationship Support

Paraplanner

Senior Paraplanner

Technical Administrator

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