Job Information

*Hiring Now! Fantastic Role to Progress Your Financial Services Career Locally!*



Could be a fantastic opportunity for someone with Administration, Client Services, PA or Relationship Management experience within the Financial Planning / Advisory sector to take on a new challenge!


Award-winning and highly successful financial planning practice with an impressive client portfolio, now seeking to recruit to their growing team, through an exciting phase of expansion.


Would be a great chance to grow your career in a company with a fantastic culture and ethos!



Day to day within this role you will take on a varied responsibility set, encompassing :-

Client interfacing by phone and email on behalf of Financial Planners/Advisors;
Arranging and managing diaries, attending and minuting meetings;
Producing documentation such as reports and product documents;
Administering onboarding and risk and compliance processes;
And much more!
Super working environment - modern offices based near to Tunbridge Wells



Collaborative and wellbeing-orientated team culture



Varied day-to-day, with training, chance to pursue Financial Advisory qualifications and opportunity to grow and develop in your role



Salary £35-40,000

+ company benefits

+ hybrid working

Free parking

Mon-Fri 37,5 hr work week



If you have any level of experience within financial advice / planning work perhaps in administration, client service or relationship management, and want to work locally - then this could be the role for you!



Apply now with your CV for immediate consideration or contact Miles Dutton at Recruitment Solutions in Tunbridge Wells in confidence to discuss!