Senior Financial Planning Professional

3 weeks ago


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

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.



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