Strategy manager Work, Jobs in Royal Tunbridge Wells (with Salaries)

Paraplanner
TrinityBridge —Gatwick Airport
- IT
- Communication skills
Commercial Director
Holmewood House School —Royal Tunbridge Wells
- £55,000 - £65,000 a year
- Full-time
- CRM software
- Business development
- Travel
- Free parking
Quick apply
11d
PR Account Manager
Spa Communications —Royal Tunbridge Wells
- From £35,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Annual leave
- Work from home
Quick apply
Trusts and Foundations Manager
Aspens Charities —Royal Tunbridge Wells
- £36,000 - £46,000 a year
- Full-time
- Hybrid work
- CRM software
- Salesforce
- Project management
- Paid training
- Employee assistance programme
Quick apply
9d
Events Coordinator
Logistics UK —Royal Tunbridge Wells
- Full-time
- Hybrid work
- Microsoft Office
- Travel
- IT
- Annual leave
- Employee assistance programme
Quick apply
Brand Manager
Master of Malt —Tonbridge
- Full-time
- Google Suite
- Analysis skills
- Presentation skills
- Employee discount
Quick apply
9d
Trade Marketing Manager / Trade Marketing Lead
Master of Malt —Tonbridge
- Full-time
- Sales
- Presentation skills
- Leadership
- Employee discount
Quick apply
Estate Agent
The Property Experts —Tonbridge
- £8,400 a month
- Remote
- Sales
- Administrative experience
Quick apply
Aftersales Manager
Marco Limited —Edenbridge
- £35,000 - £38,000 a year
- Full-time
- ERP systems
- Analysis skills
- Project management
- Free parking
- Annual leave
Quick apply
6d
Product Manager
Servomex —Crowborough
- £70,000 - £90,000 a year
- Full-time
- Hybrid work
- Sales
- Engineering
- Bachelor's degree
- Annual leave
- Flexible schedule
6d
PR & Communications Manager
Must Have Ideas Ltd —Aylesford
- Full-time
- Project management
- Presentation skills
- Organisational skills
- Free parking
- Store discount
Quick apply
Internal Communications Manager
Big Motoring World —Gillingham
- From £35,000 a year
- Full-time
- Project management
- Organisational skills
- In-person
- Free parking
Quick apply
Policy and Programme Manager - Health and Wellbeing Strategy
Surrey County Council —Reigate
- £53,713 - £58,953 a year
- Hybrid work
- Leadership
- Negotiation
- Annual leave
- Employee assistance programme
2d
Casino Marketing Lead
BetGoodwin —Uckfield
- £45,000 - £65,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
Quick apply
7d
Theatre Manager
Nuffield Health —Royal Tunbridge Wells
- Up to £63,700 a year
- Weekend availability
- Management
- Teaching
- Employee discount
- Gym membership
11d
Commodity Manager
Viking Pump Hygienic Ltd. —Eastbourne
- £65,000 - £85,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Outlook
- ERP systems
14d
Customer Relations Manager
Hamberley Care Homes —Hailsham
- £73,500 a year
- Full-time
- Sales
- Customer service
- Hotel
- Free parking
- Employee assistance programme
General Manager
Park Holidays UK —Winchelsea
- £45,000 - £50,000 a year
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Sales
- Employee assistance programme
- Employee discount
Digital PR & Outreach Manager
AXA —Royal Tunbridge Wells
- Up to £45,000 a year
- Analysis skills
- Project management
- Organisational skills
2d
Wholesale Tyre Manager
Setyres —Royal Tunbridge Wells
- Full-time
- Sales
- Customer service
- Driving
- Free parking
- Employee discount
Quick apply

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Paraplanner

TrinityBridge -
Gatwick Airport

Apply Now

Job details

Permanent

Qualifications

Financial planning
Report writing
Business processes
IT
Communication skills
Certificate in Insurance

Full job description

Join TrinityBridge Paraplanning team to support Financial Planners, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis. This role is mostly home‑based, with fortnightly office attendance and ad‑hoc meetings as needed.

Key Responsibilities

Discuss client objectives with the Planner during debrief. Identify any shortfalls in client information and discuss with the Planner.
Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Planner.
Undertake research to identify suitable solutions to meet the client’s needs.
- Request and obtain information/comparisons for analysis by the Planner within agreed timeframes.
Consider current and future allocation of assets for investment strategy with regard to client risk profile.
Check all compliance paperwork and internal sign off documents are present.
Prepare draft recommendation reports to be discussed and signed off by the Planner. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
Request and obtain application forms and other associated paperwork.
Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
On-going servicing of clients, for example withdrawals or fund switches.
Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.

About you | Qualifications, skills and strengths:

Minimum of Regulated Diploma in Financial Planning (CII) or equivalent
Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
Ability to work within defined business processes and to achieve agreed outcomes without supervision.
Ability to multi-task and to prioritise and plan own workload.
Strong IT skills.
Good report writing and communication skills.
A “can do” approach

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

The Company

At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [email protected] .

Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Apply Now

Refine Your Search

strategy manager jobs in royal tunbridge wells

Paraplanner

Commercial Director

PR Account Manager

Trusts and Foundations Manager

Events Coordinator

Brand Manager

Trade Marketing Manager / Trade Marketing Lead

Estate Agent

Aftersales Manager

Product Manager

PR & Communications Manager

Internal Communications Manager

Policy and Programme Manager - Health and Wellbeing Strategy

Casino Marketing Lead

Theatre Manager

Commodity Manager

Customer Relations Manager

General Manager

Digital PR & Outreach Manager

Wholesale Tyre Manager

I want to receive the latest job alerts for strategy manager in royal tunbridge wells

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