Financial Planning and Support Assistant
Ready to kick‑start a successful career in Financial Planning with a company that truly invests in your future? Become a fully qualified Financial Adviser and earn a base salary of £40k‑£60k, with an OTE of £60k‑£90k plus.
We are a highly respected Financial Planning firm based in Tunbridge Wells, offering a genuine career pathway into becoming a qualified Financial Adviser within 2–3 years. Whether you are a graduate, have strong A‑levels, or simply have the drive and determination to succeed, this role offers full training, support, and long‑term progression.
About the role
As a Financial Planning Support Assistant, you’ll support Consultants, Paraplanners, and clients on a daily basis, gaining hands‑on experience across all areas of financial planning.
* Provide exceptional client support and customer service.
* Assist with administrative and reporting tasks.
* Support consultants and paraplanners with client documentation and processes.
* Produce weekly and monthly reports.
* Develop your financial planning knowledge and technical understanding.
* Build the foundations for progression into a Financial Planning Consultant role.
What’s in it for you
* 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.
What we are looking for
* Ideally a degree in a relevant subject or A Level.
* Experience or qualifications in the Financial Services Industry is 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.
* Professional with excellent communication skills.
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’ll join a collaborative and welcoming team where progression, learning, and personal growth are genuinely encouraged.
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