Financial Planning Professional
1 month ago
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.
-
Senior Financial Planning Professional
5 days ago
Tunbridge Wells, Kent, United Kingdom Hitchell Financial Planning Full timeWe 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,...
-
Financial Planning Expert
5 days 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
5 days 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...
-
Paraplanning Specialist
5 days 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...
-
Paraplanning Expert
5 days 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...
-
Wealth Management Associate
5 days 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
7 days 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
5 days 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...
-
UK Financial Advisor Role
5 days 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...
-
Financial Planning Leader
2 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 Manager
1 week 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,...
-
Financial Planning Analyst
7 days 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 Specialist
2 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...
-
Financial Planning Specialist
4 weeks ago
Tunbridge Wells, Kent, United Kingdom AXA Group Full timeAbout 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...
-
Financial Planning Specialist
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Recruitment Rebellion Full timeAbout 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...
-
Strategic Financial Planning Leader
1 month ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeJob 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...
-
Financial Services Professional
7 days ago
Tunbridge Wells, Kent, United Kingdom Old Mill Full timeWe are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at Old Mill in Wells.This is an excellent opportunity for individuals who want to combine studying with gaining professional qualifications and developing valuable skills.The role is perfect for those finishing sixth form or college, or for those already...
-
Audit and Financial Services Professional
7 days 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 Services Professional
2 weeks ago
Tunbridge Wells, Kent, United Kingdom Old Mill Full timeTrainee Accountant ApprenticeshipWe are seeking ambitious and enthusiastic individuals to join our team in Wells, commencing a career as Trainee Accountants. This apprenticeship offers the perfect opportunity for those looking to continue their studies while developing valuable skills and gaining professional qualifications.At Old Mill, we believe in...
-
Senior Financial Professional
1 month 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...