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


Could be the ideal opportunity for someone with experience working in the Financial Planning / Advisory sector (such as, in Administration, Client Services, PA or Relationship Management) to take on a new challenge in T Wells, for a growing team with a superb company culture!

Award-winning and highly successful financial planning practice with an impressive client portfolio, now seeking to recruit to their expanding team...

Would be a great chance to grow your career - if you are passionate for financial services this is the role for you!


Day to day within this role you will take on a varied responsibility set working closely with clients and Financial Planners/Advisors, 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, projections 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!