Financial Planning Administrator

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,...

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...

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...

Becoming part of our team as a Paraplanning Expert means being part of a dynamic and collaborative environment that fosters growth and development. At Hitchell Financial Planning, we pride ourselves on delivering exceptional client service and building lasting relationships.In this role, you will focus on paraplanning tasks while contributing to other areas...

Company Overview: As a family-run practice, we've been offering friendly, professional financial advice since 1978. We specialise in providing expert independent advice, focusing on clients with more complex financial planning needs where we feel we can add the most value.Job Description: The Paraplanning role involves working closely with our Advisers to...

BRAND NEW VACANCY - Financial Planner Offices in Tunbridge Wells (Kent)Manage existing clients and generate some new business£55k - £65k basic salary with bonuses on top 2 years of advising experience required Full admin and paraplanning support "Super Bonus" after 5 years of service (Up to 100% of salary)My client are a Chartered independent wealth...

BRAND NEW VACANCY - Financial Planner Offices in Tunbridge Wells (Kent)Manage existing clients and generate some new business£55k - £65k basic salary with bonuses on top 2 years of advising experience required Full admin and paraplanning support "Super Bonus" after 5 years of service (Up to 100% of salary)My client are a Chartered independent wealth...

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...

Financial Planning RoleWe are seeking a highly skilled Financial Planning Professional to join our team at Hitchell Financial Planning in Tunbridge Wells. As a key member of our close-knit team, you will play a crucial role in delivering exceptional client outcomes and contributing to the growth of our business.About the RoleThis dynamic position involves...

We are looking for an experienced Administrator with excellent organisational skills to join our busy Financial Planning Team in either our Yeovil or Wells office as a Client Service Associate. Experience in the financial planning industry or the wider financial services industry is advantageous, if you have strong administration skills and you are looking...

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...

Financial Advice Administrator/Trainee - Hybrid **Fantastic New Career Opportunity** Suits someone with any financial services, insurance or other related experience! This is an incredibly rare opportunity, for someone to join an industry-leading Advisory Practice, with an outstanding reputation - who are willing to recruit someone and support their...

Key ResponsibilitiesThe Financial Planner will be responsible for:Managing existing client relationships and growing their business.Generating new business through networking and referrals.Working towards Chartered status and staying up-to-date with industry developments.The role will suit a candidate with a strong background in financial planning and a...

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...

Job OverviewWe are looking for a highly skilled and experienced Senior Financial Administrator to join our team at Vibe Recruit Limited. As a key member of our department, you will be responsible for assisting our Financial Operations Manager in managing the financial operations of our company.Key Responsibilities:Assist the Financial Operations Manager in...

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...

Role OverviewWe are seeking a highly experienced and skilled Financial Planning Manager to join our team at Evelyn Partners. As a key member of our wealth advisory team, you will be responsible for leading client relationships and driving business growth.In this role, you will have the opportunity to work with high net worth individuals and businesses,...

This is a Financial Paraplanner position that can be either full or part-time, offering very flexible working arrangements. The company has a luxurious office space with a gym and on-site restaurant.Job DescriptionWe are seeking a skilled individual to assist financial advisors in preparing comprehensive financial plans and investment strategies for...

Job SummaryThis is a full or part-time position that offers flexible working arrangements. The ideal candidate should be able to drive as the office location requires it. With a luxurious office space, including a gym and on-site restaurant, this role presents an excellent opportunity for those seeking a comfortable work environment.Key...

Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...