- Financial Planning Assistant
- Tunbridge Wells
- Full study support CII
Are you ready to launch a rewarding career in financial planning based in
Tunbridge Wells a company that champions your growth?An exciting opportunity awaits a driven and detail-focused individual to join a well-established financial planning firm, based in Tunbridge Wells. This role is the perfect entry point into the financial services industry, offering hands-on experience, professional development, and a structured pathway to becoming a qualified
Financial Adviser within 2–3 years. With salaries of £40k–£60k and OTE of £60k–£90k+ as a future Financial Adviser, this is more than just a job—it’s your career, reimagined.As a
Financial Planning Support/Assistant, you’ll play a key role in supporting both clients and internal teams. From delivering outstanding customer service to supporting consultants and paraplanners with administrative tasks, your work will be impactful from day one. You’ll gain valuable insight through weekly and monthly reporting, and begin developing the knowledge and skills to progress into a Financial Planning Consultant role.
Basic Salary: £24,000 – £36,000 (based on qualifications and experience)Annual Team Bonus33 days’ holiday (including bank holidays) plus 3 days at ChristmasFull Benefits Package: Pension, Life Insurance, plus Wellbeing discounts on gym, cinema, holidays and more
What We’re Looking ForYou’ll be someone who is enthusiastic, driven, and eager to support others. You’re organised, highly numerate, detail-focused, and confident using Microsoft Office. You may be a graduate or have good A-levels, and financial services experience is a bonus—not essential.Why Apply? This is a
genuine opportunity to break into Financial Services with the full backing of a supportive, forward-thinking employer. You’ll benefit from training, progression, and a career pathway that can transform your ambitions into reality.
Apply NowGet in touch today to find out more:
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