Financial Planning Support Specialist

4 weeks ago

Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

Location - Tunbridge Wells

Salary - £35,000 - £45,000

Full time, Permanent.

Blakemore Recruitment is excited to support our Wealth and Asset Management client in their search for a Financial Planning Support Specialist to enhance their expanding private office client support team.

This role presents a fantastic opportunity to become part of a thriving and rapidly expanding national organization, benefiting from the resources of a significant multinational group.

The primary focus of this position is to ensure the effective delivery of services to regulated advisers and their intricate client portfolios. The role offers flexible working arrangements, with a combination of office and remote work.

Key Responsibilities


• Proactively assist Client Directors in organizing and preparing for formal reviews and spontaneous client meetings, including pre- and post-meeting discussions. Participate in select client meetings alongside Client Directors and document minutes as required.


• Track the progress and execution of agreed actions from client meetings and other communications.


• Maintain comprehensive client records, including suitability, AML, and KYC data, while coordinating with Operations for data updates.


• Foster and maintain strong relationships with clients, serving as the initial point of contact for general inquiries. Implement necessary actions or, when appropriate, relay instructions to the Client Director or relevant colleague.


• Conduct weekly meetings with Client Directors to support sales initiatives, manage pipelines, and oversee new and ongoing business, meeting actions, and AML compliance.


• Assist in drafting and proofreading proposal documents, route maps, and advice reports for Client Director review, utilizing FE Analytics for replacement business advice. Prepare sign-up documentation.


• Generate tailored quarterly reports for select clients, encompassing both external and internal assets, and present these reports to clients when necessary. Collaborate with other industry professionals to gather information regarding external assets.


• Aid in the administration of establishing structures such as FICs, FLPs, and external OEICs for clients, as well as ongoing management. This includes liaising with solicitors, ACDs, and external trustees, providing accountants with necessary information for annual accounts, and coordinating tax payments and third-party invoices.


• Complete static elements of Private Equity and compliance documentation, including Investment Subscription documents and accompanying AML, FATCA, and CIS paperwork.


• Update and maintain family balance sheets and gift schedules.


• Apply for and renew annual LEI numbers and GIINs for applicable entities.

The ideal candidate will possess:

Strong numerical aptitude Ability to thrive under pressure and meet stringent deadlines Comprehensive understanding of investment and financial planning principles Proven experience in the wealth management or financial planning sector Confidence in liaising with colleagues and external parties at all levels Familiarity with voyant/cashflow skills is advantageous but not mandatory Excellent written and verbal communication skills Self-assurance and self-motivation Strong problem-solving and decision-making capabilities Attention to detail and precision Effective time management and organizational skills Ability to maintain confidentiality

If this role aligns with your career aspirations, we encourage you to reach out for further discussion.

  • Financial Planning Specialist

    4 days ago

    Tunbridge Wells, Kent, United Kingdom Pavilion Recruitment Solutions Full time

    Job Title: Financial PlannerLocation: RemotePosition Type: Full-Time/PermanentSalary: £50,000 - £75,000+ plus Bonus on New and Ongoing feesJob Overview:As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals and ensuring their long-term financial security. You will be responsible for...

  • Financial Planning Specialist

    7 days ago

    Tunbridge Wells, Kent, United Kingdom Pavilion Recruitment Solutions Full time

    Job Title: Financial PlannerLocation: RemotePosition Type: Full-Time/PermanentSalary: £50,000 - £75,000+ plus Bonus on New and Ongoing feesJob Overview:As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals and ensuring their long-term financial security. You will be responsible for...

  • Financial Planning Specialist

    4 days ago

    Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the Role:Artemis Recruitment Consultants Ltd is seeking a highly skilled and motivated individual to join our team as a Financial Paraplanner. This is an exciting opportunity for a professional to work in a dynamic and supportive environment, assisting financial advisors in preparing financial plans and investment strategies for clients.Key...

  • Financial Planning Specialist

    4 days ago

    Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the Role:Artemis Recruitment Consultants Ltd is seeking a highly skilled and motivated individual to join our team as a Financial Paraplanner. This is an exciting opportunity for a professional to work in a dynamic and supportive environment, assisting financial advisors in preparing financial plans and investment strategies for clients.Key...

  • Financial Planning Support Specialist

    4 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Location - Tunbridge Wells Salary - £35,000 - £45,000 Full time, Permanent. Blakemore Recruitment is excited to support our Wealth and Asset Management client in their search for a Wealth Planning Assistant to enhance their expanding private office client support team. This position offers a remarkable opportunity to become part of a thriving...

  • Financial Planning Specialist

    1 week ago

    Tunbridge Wells, Kent, United Kingdom Page Personnel Finance Full time

    About the RoleThis position requires a skilled Financial Analyst with a sharp analytical mind, adept at providing financial insights to support business decision-making within the Consumer Goods industry. The successful candidate will be a part of the Accounting & Finance team at Page Personnel Finance.Key ResponsibilitiesProvide financial analysis to...

  • Financial Planning Coordinator

    5 days ago

    Tunbridge Wells, Kent, United Kingdom Recruit UK Full time

    Job Title: Financial Planning Coordinator Industry: Financial Services Job Type: Full-time Location: Remote Salary: £24,000 - £32,000 Job Description: Recruit UK is working with a reputable financial services firm to find an experienced Financial Planning Coordinator to join their team. This firm is known for its commitment to excellence and its employees'...

  • Financial Planning Coordinator

    5 days ago

    Tunbridge Wells, Kent, United Kingdom Recruit UK Full time

    Job Title: Financial Planning Coordinator Industry: Financial Services Job Type: Full-time Location: Remote Salary: £24,000 - £32,000 Job Description: Recruit UK is working with a reputable financial services firm to find an experienced Financial Planning Coordinator to join their team. This firm is known for its commitment to excellence and its employees'...

  • Financial Controller

    7 days ago

    Tunbridge Wells, Kent, United Kingdom Jigsaw Specialist Recruitment Full time

    Financial Officer RoleAbout the Role:We are seeking a highly skilled and experienced Financial Officer to join our dynamic team at Jigsaw Specialist Recruitment. As a Financial Officer, you will play a crucial role in ensuring the accuracy and completeness of income posting to management systems, resolving allocation queries, and providing credit control...

  • Financial Planning Coordinator

    2 days ago

    Tunbridge Wells, Kent, United Kingdom Recruit UK Full time

    Job Title: Financial Planning Coordinator Industry: Financial Services Job Type: Full-time Location: Remote Salary: £24,000 - £32,000 Job Description: Recruit UK is working with a leading financial services firm to recruit an experienced Financial Planning Coordinator to join their team. This firm is known for its commitment to excellence and its focus on...

  • Financial Planning Coordinator

    2 days ago

    Tunbridge Wells, Kent, United Kingdom Recruit UK Full time

    Job Title: Financial Planning Coordinator Industry: Financial Services Job Type: Full-time Location: Remote Salary: £24,000 - £32,000 Job Description: Recruit UK is working with a leading financial services firm to recruit an experienced Financial Planning Coordinator to join their team. This firm is known for its commitment to excellence and its focus on...

  • Accounting Support Specialist

    7 days ago

    Tunbridge Wells, Kent, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleHays Specialist Recruitment Limited is seeking a highly skilled and detail-oriented Assistant Accountant to join their finance team. As a key member of the team, you will be responsible for providing administrative support to the Finance Manager and assisting with various financial operations.Key ResponsibilitiesFinancial Transactions: Process...

  • Junior Financial Analyst

    7 days ago

    Tunbridge Wells, Kent, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at Hays Specialist Recruitment Limited. As a key member of our finance team, you will be responsible for providing administrative support to our financial operations, ensuring the smooth day-to-day functioning of our business.Key...

  • Paraplanner - Financial Planning Specialist

    2 days ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Chartered Financial Planning practice who are looking to recruit a Paraplanner to join their team.ROLETo assist financial planners in all aspects of providing advice to clients.KEY FUNCTIONS & RESPONSIBILITIES1. Product ResearchTo evaluate and research financial products, sharing information with financial planners and...

  • Paraplanner - Financial Planning Specialist

    2 days ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Chartered Financial Planning practice who are looking to recruit a Paraplanner to join their team.ROLETo assist financial planners in all aspects of providing advice to clients.KEY FUNCTIONS & RESPONSIBILITIES1. Product ResearchTo evaluate and research financial products, sharing information with financial planners and...

  • Senior Financial Planner

    4 days ago

    Tunbridge Wells, Kent, United Kingdom Financial Divisions Full time

    Job Title: Senior Financial Planner - Southeast RegionJob Type: Full-timeCompany: Financial DivisionsLocation: Remote (Southeast Region)Job Description:We are seeking an experienced Senior Financial Planner to join our team in the Southeast Region. As a Senior Financial Planner, you will be responsible for managing a portfolio of high net worth (HNW)...

  • Senior Financial Planner

    4 days ago

    Tunbridge Wells, Kent, United Kingdom Financial Divisions Full time

    Job Title: Senior Financial Planner - Southeast RegionJob Type: Full-timeCompany: Financial DivisionsLocation: Remote (Southeast Region)Job Description:We are seeking an experienced Senior Financial Planner to join our team in the Southeast Region. As a Senior Financial Planner, you will be responsible for managing a portfolio of high net worth (HNW)...

  • Financial Reconciliation Specialist

    4 weeks ago

    Tunbridge Wells, Kent, United Kingdom Insight Select Full time

    Position OverviewFinancial Reconciliation Specialist / Competitive Salary / Permanent PositionAbout the Role:Insight Select is a prominent player in the Financial Services sector, currently in search of a Financial Reconciliation Specialist to enhance our team. The successful candidate will be responsible for executing reconciliations on both internal and...

  • Financial Operations Assistant

    7 days ago

    Tunbridge Wells, Kent, United Kingdom Hays Specialist Recruitment Limited Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at Hays Specialist Recruitment Limited. As a key member of our finance team, you will be responsible for providing administrative support to our financial operations, ensuring the smooth day-to-day functioning of our financial processes.Key...

  • Financial Operations Assistant

    4 days ago

    Tunbridge Wells, Kent, United Kingdom Hays Specialist Recruitment Limited Full time

    Join Our Finance Team We are seeking a highly skilled and motivated Financial Operations Assistant to join our finance team at Hays Specialist Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our finance department. Key Responsibilities: Process and Code Invoices: You will be responsible for...