Financial Planning and Support Assistant – Tunbridge Wells – Full Study Support CII
Join a highly respected Financial Planning firm based in Tunbridge Wells as a Financial Planning Support Assistant. As part of a professional team you will support Consultants, Paraplanners and clients, gaining hands‑on experience across all areas of financial planning.
Responsibilities
* Providing exceptional client support and customer service
* Assisting with administrative and reporting tasks
* Supporting consultants and paraplanners with client documentation and processes
* Producing weekly and monthly reports
* Developing your financial planning knowledge and technical understanding
* Building the foundations for progression into a Financial Planning Consultant role
Benefits
* Basic Salary: £24,000 - £36,000 DOE
* Annual team bonus
* 33 days holiday including bank holidays
* Additional 3 days off over Christmas
* Pension scheme
* Life Insurance
* Wellbeing benefits including discounts on gyms, cinema, holidays and more
* Full training and career development support
* Structured pathway to becoming a qualified Financial Adviser
Qualifications
* Ideally a degree in a relevant subject or A Level
* Experience and qualifications in the Financial Services Industry are a plus but not essential
* Good knowledge of Microsoft Office (Word/Excel/PowerPoint)
* Enthusiastic, driven and eager to learn
* Highly organised with strong attention to detail
* Numerate and confident working with figures
* Comfortable using Microsoft Office
* Professional with excellent communication skills
Previous financial services experience would be beneficial, but it is not essential.
About the Company
This established and highly regarded Financial Planning firm is known for developing talent and supporting employees to achieve their long‑term career ambitions. You will be joining a collaborative and welcoming team environment where progression, learning and personal growth are genuinely encouraged.
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