TFP Financial Planning

16/10/2026

You could be exactly who we're looking for. Even if you've never worked in financial planning.

Some of the skills that make someone brilliant in Client Experience aren't exclusive to financial services.

Maybe you currently work in:

🏡 Property or estate agency
🏥 Healthcare administration
🤝 Professional services
📋 Office coordination
💬 Customer service or relationship management

If you're organised, proactive, great with people and love making things work better, we'd love to hear from you.

Yes, there's plenty to learn about financial planning.

But we can teach you about our systems, processes and the profession.

What matters just as much is your attitude, initiative and genuine desire to make a difference.

We're recruiting a Client Experience Manager to join our team in Maldon, Essex.

Curious? Step Inside TFP and see what you think.

👉 https://recruitment.tfp-fp.com/

Meet the team, try a real scenario from the job, and decide for yourself whether this is the right next step. Maldon office, hybrid. £30,000–£50,000.

15/10/2026

14/10/2026

There’s a funny assumption many people carry, often without realising it.

Once you’ve reached a certain level of financial comfort, life tends to present more options:better hotel rooms, priority queues, specialist services, invitations that start with “exclusive”, and opportunities that make everyday experiences feel a little easier.

Because of this, it’s completely understandable that some investors expect their investment options to follow the same pattern.

“If I’ve built this level of wealth, surely there must be a more advanced menu of investments, something premium… something smarter… something reserved for people like me?”

It’s a natural thought. But in investing, that assumption can quietly derail a perfectly good plan.

Explore why in our latest blog👇️

https://tfp-fp.com/why-the-best-investing-strategies-arent-hidden-behind-vip-ropes/

13/10/2026

As we head into first round interviews fro our Client Experience Candidates, we wanted to share our Interview Top Tips 🥇

12/10/2026

We're still looking for our next Client Experience Manager.

And we're not going to rush finding the right person.

We're looking for someone who genuinely cares about people, takes pride in doing things well and enjoys being part of a team where everyone plays an important role.

Someone who notices the little things.

Who doesn't wait to be asked when something needs doing.

And who understands that a brilliant client experience is about much more than completing a checklist.

We're a small, ambitious financial planning firm based in Maldon, Essex, and we're looking for someone to join our Client Experience team.

📍 Maldon, Essex
💷 £30,000–£50,000 depending on experience
🏡 Hybrid working
🌱 Training, development and opportunities to grow

We've even built a dedicated website so you can meet the team, explore the role and decide whether TFP is somewhere you'd like to work.

Take a look: https://recruitment.tfp-fp.com/

And if someone comes to mind, we'd love you to share this with them.

Meet the team, try a real scenario from the job, and decide for yourself whether this is the right next step. Maldon office, hybrid. £30,000–£50,000.

06/10/2026

🎥 TRIBE Tuesday

Meet Curtis.

A key part of the team at TFP and always willing to lend a hand.

29/09/2026

📸 TRIBE Tuesday

A few things you might not know about Curtis...