Senior Financial Planning Professional
3 weeks ago
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, leveraging your expertise to provide high-quality financial planning services to our clients. You will be responsible for conducting in-depth research on pensions, investments, and protection, preparing detailed reports, and managing client relationships.
About the Role
As a key member of our team, you will have a minimum of five years' experience gained within an IFA wealth management setting. You will possess a strong understanding of regulatory requirements and compliance procedures. Your exceptional communication and organisational skills will enable you to effectively manage multiple projects and priorities.
The successful candidate will be proficient in using dedicated FS software and FP tools, including Voyant, FE Analytics, Adviser Asset, Iress, and Selectapension. You will also have experience with investment platforms and proficiency in preparing research for tax wrappers, IHT, BPR, drawdown, annual reviews, and client servicing.
Salary & Benefits:
- We offer a competitive starting salary of up to £50,000, with performance-based reviews after six months.
- A comprehensive benefits package includes 5% company pension contributions, Vitality healthcare, 25 days annual leave plus bank holidays, Christmas and New Year closure, and potential discretionary end-of-year bonuses.
About us:
Hitchell Financial Planning specialises in providing expert independent advice to clients with complex financial planning needs. Our family-run practice has been offering friendly, professional financial advice since 1978. We take the time to understand each client's unique circumstances, ambitions, and attitudes, recommending tailored financial solutions to meet their current and future needs.
-
Financial Planning Expert
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Hitchell Financial Planning Full timeJob 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...
-
Independent Financial Services Coordinator
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Hitchell Financial Planning Full timeThe 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 Planning Professional
6 days ago
Tunbridge Wells, Kent, United Kingdom Recruitment Rebellion Full timeWe are seeking a highly skilled Financial Planning Professional to join our dynamic team at Hitchell Financial Planning in Tunbridge Wells. This is an excellent opportunity to work with a family-run practice that has been offering friendly, professional financial advice since 1978.The successful candidate will be responsible for providing expert independent...
-
Paraplanning Specialist
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Hitchell Financial Planning Full timeCompany 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...
-
Financial Planning Professional
2 months ago
Tunbridge Wells, Kent, United Kingdom Recruitment Rebellion Full timeFinancial 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...
-
Wealth Planning Specialist
6 days ago
Tunbridge Wells, Kent, United Kingdom Financial Divisions Full timeOverview of Financial DivisionsFinancial Divisions is a leading independent wealth planning firm with offices across the UK. We offer whole-of-market financial advice to high net worth individuals, retirees, families, and small to medium-sized enterprises (SMEs). Our team of experienced advisers provides expert guidance on pensions, investments, tax...
-
Paraplanning Expert
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Hitchell Financial Planning Full timeBecoming 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...
-
Financial Services Consultant
6 days ago
Tunbridge Wells, Kent, United Kingdom Financial Divisions Full timeAbout Financial DivisionsOur client, a leading provider of financial services in the UK, is seeking an experienced Financial Planner to join their team in Tunbridge Wells. This is a fantastic opportunity for a qualified professional to take on a new challenge and contribute to the company's continued growth and success.The successful candidate will be...
-
Financial Planning Manager
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeRole 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,...
-
Senior Financial Professional
2 months ago
Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full timeSenior Financial ProfessionalOur client, a well-established chartered accountancy practice based in Tunbridge Wells, is seeking an experienced Senior Financial Professional to join their team. This is a mixed tax & accounts position, ideal for an ambitious individual looking to progress within their knowledge and career while working with a supportive...
-
Wealth Management Associate
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Hitchell Financial Planning Full timeJob 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 Executive
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeAbout 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...
-
Wealth Planning Expert Wanted
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Financial Divisions Full timeAbout 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 Planning Associate
6 days ago
Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany OverviewArtemis Recruitment Consultants Ltd is a leading recruitment agency in the financial sector. We specialize in connecting talented professionals with top companies like yours.In this role, you will be working closely with our clients to provide exceptional service and support. Your primary responsibility will be to assist financial advisors in...
-
UK Financial Advisor Role
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Financial Divisions Full timeKey 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...
-
Audit and Financial Services Professional
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob Title: Audit and Financial Services ProfessionalEstimated Salary: £25,000 - £30,000 per annum.We are seeking a talented and ambitious individual to join our Assurance and Business Services team as an Audit and Financial Services Professional. In this role, you will work closely with senior stakeholders to undertake a variety of audit and accountancy...
-
Financial Planning Leader
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeJob 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...
-
Financial Planning Analyst
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis 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...
-
Financial Planning Assistant
6 days ago
Tunbridge Wells, Kent, United Kingdom Recruit UK Ltd. Full timeAre you looking for a challenging role in the wealth management sector? We are seeking an experienced Financial Planning Assistant to join our client based in Tunbridge Wells. With a salary of £25,000 - £35,000 per annum, this position offers excellent career opportunities for those with a passion for financial services.Job Description:This is an excellent...
-
Financial Planning Specialist
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob 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...