At a Glance
- Tasks: Support financial consultants and clients while gaining hands-on experience in financial planning.
- Company: Respected Financial Planning firm in Tunbridge Wells, focused on employee development.
- Benefits: Competitive salary, annual bonuses, 33 days holiday, and wellbeing perks.
- Other info: Join a collaborative team that values progression and personal growth.
- Why this job: Kick-start your career with full training and a clear path to becoming a qualified Financial Adviser.
- Qualifications: Degree or A Levels preferred; enthusiasm and eagerness to learn are key.
The predicted salary is between 24000 - 36000 € per year.
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.
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.
Financial Planning and Support Assistant in Royal Tunbridge Wells employer: TN Recruits
Join a highly respected Financial Planning firm in Tunbridge Wells that is dedicated to investing in your future. With a strong focus on employee development, you will benefit from full training, a structured pathway to becoming a qualified Financial Adviser, and a supportive work culture that values collaboration and personal growth. Enjoy competitive salaries, generous holiday allowances, and wellbeing benefits that make this an excellent place to build a meaningful and rewarding career.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning and Support Assistant in Royal Tunbridge Wells
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching common questions and practising your answers. We recommend doing mock interviews with friends or family to boost your confidence and refine your responses.
✨Tip Number 3
Showcase your enthusiasm! When you get the chance to speak with potential employers, let your passion for financial planning shine through. We love seeing candidates who are genuinely excited about the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for driven individuals ready to kick-start their careers in financial planning.
We think you need these skills to ace Financial Planning and Support Assistant in Royal Tunbridge Wells
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Planning and Support Assistant role. Highlight any relevant coursework, projects, or jobs that showcase your organisational skills and attention to detail.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Share why you’re eager to kick-start your career in financial planning and how you can contribute to our team.
Showcase Your Skills:Don’t forget to mention your proficiency in Microsoft Office and any experience you have in customer service. We love seeing candidates who are numerate and confident with figures, so make sure to highlight these abilities!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at TN Recruits
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss basic concepts. Understanding key financial terms and being able to explain them clearly will show your enthusiasm for the role and your readiness to support clients and consultants.
✨Showcase Your Organisational Skills
Since the role requires strong attention to detail and organisation, prepare examples from your past experiences where you successfully managed tasks or projects. This will demonstrate your ability to handle administrative duties effectively.
✨Practice Your Communication
As communication is key in this role, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend, focusing on how you would explain complex financial concepts in simple terms.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s training programmes and career progression opportunities. This shows that you’re genuinely interested in growing within the firm and are eager to learn more about becoming a qualified Financial Adviser.
