Ifa / Wealth Planning Administrator - Hybrid Working

Are you an experienced Financial Services Administrator with great attention to detail ? Are you an enthusiastic self starter - you could be the person we need. Armstrong Wealth is a successful Wealth Management business based in Tunbridge Wells. We are looking for an experienced individual to join our team providing administrative support to the...

**IFA Administrator with clear pathway into Paraplanning** **Based Tunbridge Wells** **Salary £28,000 - £33,000 depending upon experience** Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next...

Job Overview: We are seeking an experienced Paraplanner to join our close-knit team at Hitchell Financial Planning in Tunbridge Wells. As a key member of our team, you will be responsible for providing high-quality support to our Advisers and clients.About the Role: The successful candidate will have a minimum of five years' experience gained within an IFA...

We are seeking an experienced Senior Financial Planning Professional to join our team at Hitchell Financial Planning in Tunbridge Wells. As a dynamic and close-knit family-run practice, we offer a collaborative working environment where client care and excellence are at the core of everything we do.This is a fantastic opportunity to work in a senior role,...

We are currently recruiting for a Chartered Financial Planning practice based in Tunbridge Wells who are looking to recruit an IFA Administrator to join their team. ROLE Acting as point of contact between clients, advisers and third-party product providers Establishing and maintaining electronic client files Processing new business applications,...

The Independent Financial Services Coordinator role offers an exciting opportunity to join a well-established and respected firm in the financial services industry. At Hitchell Financial Planning, we value collaboration, flexibility, and innovation in all aspects of our operations.Your main responsibilities will include conducting research on various...

IFA Administrator Job Type: Full-time, Permanent Location: Leamington Spa Salary: Competitive About the role: We are currently seeking a passionate and motivated individual to join our team as an IFA Administrator. This is a fantastic opportunity for someone looking to start or develop their career within the financial industry. While previous...

IFA Administrator Job Type: Full-time, Permanent Location: Leamington Spa Salary: Competitive About the role: We are currently seeking a passionate and motivated individual to join our team as an IFA Administrator. This is a fantastic opportunity for someone looking to start or develop their career within the financial industry. While previous...

IFA Administrator Job Type: Full-time, Permanent Location: Leamington Spa Salary: Competitive About the role: We are currently seeking a passionate and motivated individual to join our team as an IFA Administrator.This is a fantastic opportunity for someone looking to start or develop their career within the financial industry.While previous experience is...

**Self Employed and Employed Financial Advisers wanted!** **Tunbridge Wells and surrounding** **Eight Wealth Management** At Eight Wealth Management we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Tunbridge Wells branch. We have a client bank ready for the right person but want this person to build their own...

**Self Employed Financial Advisers wanted!** **Tunbridge Wells and surrounding** **Eight Wealth Management** At Eight Wealth Management we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Tunbridge Wells branch. We have a client bank ready for the right person but want this person to build their own bank over...

**Fantastic opportunity for both Employed and Self Employed Advisers** Want to join a company who is taking positive action to embrace Consumer Duty and passionate about putting the client at the heart of everything we do? Then join Eight Wealth Management, a Principal Partner Practice of SJP. We currently have a fantastic opportunity for both employed...

About the RoleThis is an excellent opportunity for a Financial Planner to take over some existing advisers who are retiring in 2 years' time and then focus on generating new business.The ideal candidate will have a background in an independent wealth planning firm and aspire to work towards Chartered status.An active CAS status is required, along with a...

About the RoleEvelyn Partners invites applications for the position of Director: Financial Planning. As a senior member of our team, you will play a crucial role in developing and executing our financial planning strategy.ResponsibilitiesDevelop and implement financial planning strategies that align with company goals.Provide expert advice to clients on...

About UsAs a family-run practice, Hitchell Financial Planning has been providing expert independent advice since 1978. We specialise in offering tailored financial solutions to clients with complex planning needs where we can add the most value.Role OverviewWe are looking for an experienced Paraplanner to join our team in Tunbridge Wells. As a key member of...

Job SummaryEvelyn Partners is seeking a highly skilled Director: Financial Planning to lead our financial planning and wealth management services. As a key member of our team, you will be responsible for delivering tailored advice to clients, working within the context of an agreed business plan.Key ResponsibilitiesTo be responsible for delivering financial...

About the RoleWe are seeking an experienced Financial Planning Executive to join our team at Evelyn Partners. This is a unique opportunity for a skilled professional to take on a challenging role and contribute to the success of our organisation.Job DescriptionThe ideal candidate will have a strong background in financial planning and wealth management, with...

Job Summary: We are looking for an experienced Paraplanner to join our dynamic team at Hitchell Financial Planning in Tunbridge Wells. As a key member of our team, you will be responsible for providing high-quality support to our Advisers and clients.Key Responsibilities:Pensions, investment, and protection research using dedicated FS software and FP...

Are you looking for a challenging role where you can utilise your administrative skills to support a dynamic team? We are currently seeking a Private Wealth Support Secretary to join our estate team in Tunbridge Wells.As a key member of the team, you will provide administrative support to six fee earners, assisting them in their probate-related tasks. Your...

Key ResponsibilitiesManage incoming email queries and ensure prompt responses or delegation to relevant departments.Handle tender processes, including document preparation and online submission.Arrange travel, including booking trains, flights, and accommodations for staff.Provide diary management support, scheduling meetings and appointments.Oversee the...