Financial Planning Professional

3 days ago


Tunbridge Wells, Kent, United Kingdom Recruitment Rebellion Full time

Financial Planning Role

We 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 Role

This dynamic position involves providing expert paraplanning services, researching pensions, investments, and protection using dedicated software tools. Your primary focus will be on preparing high-quality reports, managing platforms, and supporting clients. You will also be required to assist with administration tasks and other areas of the business as needed.

Key Responsibilities

  • Pensions, investment, and protection research using FS software and FP tools.
  • Preparing high quality reports.
  • Platform management.
  • Client support.
  • Compliance.
  • Adviser support.

Requirements

To succeed in this role, you will need:

  • A Diploma in Regulated Financial Planning or equivalent qualification.
  • Strong knowledge of pensions, investments, and protection.
  • Proficiency with Voyant and research tools like FE Analytics, Adviser Asset, Iress, and Selectapension.
  • Experience in preparing research for tax wrappers, IHT, BPR, drawdown, annual reviews, and client servicing.
  • Excellent communication and organisational skills.
  • Flexibility and willingness to provide support in a range of tasks as required.
  • The ability to work independently and proactively.

Salary & Benefits

You will receive a competitive starting salary of up to £50,000, with opportunities for performance-based increases. Our comprehensive benefits package includes:

  • 5% company pension contributions.
  • Vitality healthcare.
  • 25 days annual leave plus bank holidays.
  • Christmas and New Year closure.
  • Potential discretionary end-of-year bonus.
  • Private parking.
  • Flexible working (1 day per week remote).

About Us

Hitchell Financial Planning is a family-run practice specialising in providing expert independent advice to clients with complex financial planning needs. We take the time to understand our clients' unique circumstances, ambitions, and attitudes, recommending tailored solutions to meet their current and future needs.



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