We are looking for a Paraplanner to join our team and provide day-to-day support to the Financial Planners. Our Paraplanner role is much more client-focused than you might find in other IFA firms. We wish for our paraplanners to attend some client meetings, research and produce technically accurate and well-written follow-up work. The pay range is approximately £50,000 – £60,000, dependent on qualifications and experience.
We offer the full range of benefits you would expect from a quality, financial planning firm, including membership of our pension scheme, medical insurance, death in service and income protection.
Position Summary: Supporting the Financial Planner to deliver our client service commitment by following the client engagement and ongoing service processes.
Further details of key duties, responsibilities and personal specification can be provided 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
How to apply
Please email your CV, covering letter and your salary expectations to:
