Wealth Planning Expert Wanted

Wealth Management ExpertEvelyn Partners Group is seeking an experienced Wealth Management Expert to join our private client wealth management team in Tunbridge Wells. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients on their wealth management needs.Job DescriptionWe are looking for a highly skilled...

Job 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...

We are looking for a Wealth Planning Partner to join our team at G2 Legal Limited. The ideal candidate will have a minimum of eight years' PQE and a proven track record in wealth planning, Wills, and estate administration.The role involves working closely with clients to understand their needs and goals, providing tailored advice and guidance to achieve...

Overview 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...

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,...

Job Overview:We are seeking a talented Tax Planning Expert to join our team at Evelyn Partners Group. As a leading integrated wealth management and professional services group, we deliver exceptional client service and expertise in private client tax. In this role, you will be responsible for developing and implementing tailored tax planning strategies for...

We are recruiting a Wealth Dispute Lawyer to join our thriving contested wills and probate team at Chadwick Nott. The successful candidate will handle a wide range of wealth work on behalf of high-net-worth clients, providing expert advice and representation in complex cases.About the RoleThe ideal candidate will have experience in contentious private client...

Career OpportunityWe are seeking a highly skilled Wealth Management Professional to join our private client service team. As a senior member of our team, you will be responsible for providing expert advice on tax and financial matters to our clients.You will work closely with our clients to understand their needs and objectives, providing tailored solutions...

About the RoleEvelyn Partners invites applications for the position of Director: Financial Planning. As a senior member of our team, you will play a crucial role in developing and executing our financial planning strategy.ResponsibilitiesDevelop and implement financial planning strategies that align with company goals.Provide expert advice to clients on...

Becoming 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...

A highly skilled Private Wealth Management Professional is needed to join Evelyn Partners' Private Client Tax team. This is an exciting opportunity to work with high-net-worth individuals and families, providing expert tax advice and guidance on complex financial matters.Evelyn Partners is a leading integrated wealth management and professional services...

About 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...

Job 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...

Role 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,...

Job 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...

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...

About 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...

About the Role:The Private Client Tax Manager will work closely with all Assistant Managers, Associate Directors, and Directors across their portfolio.Your client portfolios will consist of a mixture of private clients with both established and growing wealth.Responsibilities:Monitoring of WIP and drafting fee notesDrafting tax planning/advisory projects as...

We are seeking a highly skilled Financial Paraplanner to join our team, providing exceptional support to financial advisors in preparing financial plans and investment strategies for clients. Our company boasts a modern office space with a gym and on-site restaurant, creating a welcoming and productive work environment.Key ResponsibilitiesThis role...

Are 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...