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:
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.
Our ideal candidate will be Chartered or actively working towards Chartered status, with a strong technical skillset and a minimum of four years' experience in a paraplanning role.
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. A full role description can be provided on request and will be reviewed at interview stages.
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