Independent Financial Services Coordinator

15 hours ago


Tunbridge Wells, Kent, United Kingdom Hitchell Financial Planning Full time

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 financial products and services, preparing comprehensive reports, and coordinating activities with our team to deliver excellent client outcomes. To excel in this role, you will require a minimum of five years' experience in a similar position, preferably within an IFA wealth management setting.

You should possess a strong understanding of financial regulations, compliance procedures, and industry-standard software and tools. Your exceptional organisational and communication skills will enable you to manage multiple tasks, prioritise effectively, and build strong relationships with colleagues and clients.

We offer a competitive starting salary of up to £48,000, with opportunities for career advancement based on performance. Our comprehensive benefits package includes 5% company pension contributions, Vitality healthcare, 25 days annual leave plus bank holidays, and potential discretionary end-of-year bonuses.

About the Location:

Tunbridge Wells is a charming town located in the heart of Kent. Our office provides a comfortable and welcoming workspace for our team members, with easy access to local amenities and public transportation.

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