Herbert Scott Ltd. is looking for a Financial Planning Assistant to support client relationships and assist advisers. The role offers a pathway from client administration to paraplanning, with progression to Financial Planner for capable candidates.
The position is office-based and focused on service excellence and accurate case management. You will learn to manage client files, prepare meeting materials, and engage with clients directly as your experience grows, while building strong technical
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As a Aspiring Financial Planner Apprentice, you will play an important part at Herbert Scott Ltd in Lewes, England, United Kingdom.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Lewes, England, United Kingdom.
This opportunity is part of our work in Finance.