• Kick start a career in Financial Services
• Full CII Study Support
• Beautiful new offices

Financial Planning and Support Assistant - Tunbridge Wells - Full Study Support CII

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 where you will earn £40k-£60k salary and OTE of £60k-£90k plus.

An exciting opportunity has arisen for a motivated and ambitious individual to join a highly respected Financial Planning firm based in Tunbridge Wells. This is far more than just an entry-level role — it’s a genuine career pathway into becoming a qualified Financial Adviser within 2–3 years.

Whether you’re a graduate, have strong A-levels, or simply have the drive and determination to succeed, this role offers the perfect opportunity to break into the Financial Services industry with full training, support, and long-term progression.

About the role
As a Financial Planning Support Assistant, you’ll become an integral part of a friendly and professional team, supporting Consultants, Paraplanners, and clients on a daily basis.
You’ll gain valuable hands-on experience across all areas of financial planning, including:

• 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

This is the ideal opportunity for someone who wants a clear career path, professional development, and the chance to grow within a supportive and forward-thinking environment.
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

The successful candidate will be:

• Ideally a degree in a relevant subject or A Level
• If you have some experience and qualifications in the Financial Services Industry that would be brilliant, but is not essential
  You will have a 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’ll be joining a collaborative and welcoming team environment where progression, learning, and personal growth are genuinely encouraged.
If you’re looking for an opportunity that can truly shape your future career, this could be the perfect next step.

Apply today or contact Jo Marsden-Strong on or for more information — early applications are encouraged.

In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.