1 jobs found in Royal Tunbridge Wells

Senior IFA Administrator / Junior Paraplanner - Tunbridge Wells £35,000-£42,000 depending on experience Hybrid considered An established and growing financial planning practice in Tunbridge Wells is looking for an experienced IFA professional to work closely with one of the directors as their right-hand person. This is a varied, hands-on role , combining adviser support and administration with technical financial planning work. It would suit someone who enjoys being involved in all aspects of the advice process and taking ownership. This is not a purely Paraplanning role. You'll work closely with the adviser, managing client requirements and helping ensure everything runs smoothly. The role Provide dedicated day-to-day support to one of the directors. Manage the adviser's workload, administration and workflow. Organise client meetings, reviews and follow-ups. Liaise with clients, providers and third parties. Manage new business and...