Financial Planning Expert

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,...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

Penguin Recruitment is seeking a Senior Town Planner with RTPI accreditation to join their team based in Tunbridge Wells. The ideal candidate will have a strong understanding of planning policies and a proven track record of delivering high-quality projects.Job Description:The successful candidate will provide expert advice on all aspects of planning,...

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...

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...

Town Planning Expert Job DescriptionAbout the Role: We are seeking a highly skilled Town Planner to join our client's team in Kent. The successful candidate will work on a variety of interesting projects, developing their skills and knowledge in town planning.Salary and Benefits: The salary for this role is £45,000 - £65,000 per annum, depending on...

About the RoleIn this key Finance role at AXA Health, you will take ownership of strategic financial planning, budgeting, and performance analysis. You will support AXA Health Executives to achieve financial results and manage stakeholder understanding of business performance.ResponsibilitiesOwn the communication of financial results to summarise current...

Job OverviewEvelyn Partners, a leading financial services firm, is seeking an exceptional individual to fill the role of Director Financial Planning. This key position demands expertise in delivering top-notch financial planning and wealth management advice to high net worth private clients.The ideal candidate will be responsible for developing trusted...

Job Overview:We are seeking a talented Tax Planning Expert to join our team at Evelyn Partners Group. As a leading integrated wealth management and professional services group, we deliver exceptional client service and expertise in private client tax. In this role, you will be responsible for developing and implementing tailored tax planning strategies for...

As a Tax Planning Specialist at Michael Page, you will play a critical role in providing expert tax advice to a diverse portfolio of clients in the financial services industry.About the RoleThis is an exciting opportunity for a seasoned Senior Tax Advisory Manager to join our team and develop and implement tax strategies aligned with client objectives.The...