Financial planning assistant Work, Jobs in Lewes (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
8d
Executive Assistant to Financial Adviser
Crown Wealth Consultants —Hailsham
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Annual leave
Quick apply
1d
Fulfilment Supervisor
Ancient + Brave —Lewes
- Full-time
- Organisational skills
- Leadership
- Communication skills
- Employee assistance programme
- Employee discount
Accounts Assistant - Remote
Owlis Technology Limited —South East Region
- £27,000 - £30,000 a year
- Remote
- Annual leave
Quick apply
Temporary Finance Assistant
Piglets Pantry —Worthing
- £20 - £25 an hour
- Temporary
- QuickBooks
- Data entry
- Organisational skills
- Free parking
- Employee discount
Quick apply
2d
Personal Assistant
Gatwick Airport Limited —Crawley
- From £41,492 a year
- Monday to Friday
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Administrative experience
- Free parking
- Annual leave
8d
Assistant Client Accountant
Ashdown Phillips & Partners —Nutley
- Full-time
- Customer service
- Analysis skills
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
11d
Ambulance Care Assistant
EMED Group —Burgess Hill
- £12.71 an hour
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Admin Assistant, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Ambulance Fleet Assistant
EMED Group —Burgess Hill
- £13 an hour
- Full-time
- Maintenance
- Organisational skills
- Time management
- Annual leave
- Employee assistance programme
Quick apply
Hospitality Assistant
Bupa —Haywards Heath
- £13.10 an hour
- Part-time
- Serving
- Hospitality
- Customer service
- Employee discount
- Gym membership
Quick apply
Audit Senior
Kreston Reeves —Sussex
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Quick apply
Ambulance Care Assistant - Mental Health
EMED Group —Burgess Hill
- £13.56 an hour
- 8 hour shift
- Patient care
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Assistant Chef
Bupa —Brighton
- £12.59 - £14.10 an hour
- Weekend availability
- Management
- Budgeting
- Employee discount
- Gym membership
Quick apply
3d
Admin Assistant
GF HR Consulting —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Kitchen Assistant - Bank
Bupa —Uckfield
- £13.30 - £14.30 an hour
- Full-time
- Cleaning
- Employee discount
- Gym membership
Quick apply
Housekeeping Assistant (Part Time)
Bupa —Uckfield
- £12.80 - £13.80 an hour
- Full-time
- Cleaning
- Employee discount
- Gym membership
Quick apply
Assistant Chef - Bank
Bupa —Brighton
- £13.89 - £15.40 an hour
- Full-time
- Management
- Budgeting
- Employee discount
- Gym membership
Quick apply
Assistant Store Manager
NEXT —Brighton
- From £31,116 a year
- Full-time
- Customer service
- Training & development
- Retail management
10d
Project Worker
Sanctuary Supported Living —Brighton
- £14.57 an hour
- Part-time
- Customer service
- Computer skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply

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Financial Planning Assistant

Herbert Scott
Lewes

Quick apply

Job details

Permanent | Full-time
£35,000 - £45,000 a year
8 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 planning assistant jobs in lewes

Financial Planning Assistant

Executive Assistant to Financial Adviser

Fulfilment Supervisor

Accounts Assistant - Remote

Temporary Finance Assistant

Personal Assistant

Assistant Client Accountant

Ambulance Care Assistant

Admin Assistant, Wealth Management

Ambulance Fleet Assistant

Hospitality Assistant

Audit Senior

Ambulance Care Assistant - Mental Health

Assistant Chef

Admin Assistant

Kitchen Assistant - Bank

Housekeeping Assistant (Part Time)

Assistant Chef - Bank

Assistant Store Manager

Project Worker

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