Senior Financial Planning Assistant

1 week ago


Crawley, West Sussex, United Kingdom Nelson Scott Full time
Job Description

The role of a Senior Financial Planning Assistant at Nelson Scott is to provide critical support to our team of financial planners. This includes preparing suitability reports, conducting technical research, and ensuring client records are accurate and up-to-date.

We are seeking a highly organized and detail-oriented individual with a Level 4 Diploma in Financial Planning (DipPFS) or higher. The ideal candidate will have a strong desire to develop further and work towards Chartered status.

This role offers a competitive salary of £35,000 - £45,000 per annum, depending on experience. Benefits include a hybrid working arrangement, allowing you to spend three days working from home.

Key Responsibilities:

  • Prepare suitability reports for various advice types, financial products, and investment solutions.
  • Conduct technical research as required.
  • Ensure client records contain sufficient Know Your Client information and are kept accurate and up-to-date.
  • Work closely with the Financial Planner to achieve the correct client outcome.
  • Attend client meetings to support the delivery of cashflow modelling, as needed.
  • Manage your workload effectively to meet personal targets.
  • Communicate effectively with the Financial Planners to manage expected delivery dates.

Required Skills and Qualifications:

  • Level 4 Diploma in Financial Planning (DipPFS) or higher.
  • A strong desire to develop further and work towards Chartered status.


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