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
