Experienced Financial Advisor

4 days ago


Tunbridge Wells, Kent, United Kingdom Recruitment Rebellion Full time

We are a dynamic and collaborative financial planning firm seeking an experienced Paraplanner to join our close-knit team in Tunbridge Wells. As part of our small, family-run structure, you will have the opportunity to work on a range of tasks including paraplanning, administration, and business development.

This is a fantastic opportunity to work with us at Hitchell Financial Planning where we prioritize client care and excellence. Our highly competitive salary package includes a starting salary of up to £50,000, performance-based reviews, and a comprehensive benefits package.

About the role:

  • Pensions, investment, and protection research using dedicated software and tools.
  • Preparing high-quality reports for clients.
  • Platform management and client support.
  • Compliance and adviser support.

We are looking for an experienced Paraplanner with a minimum of five years' experience gained within an IFA wealth management setting. You should possess strong knowledge in pensions, investments, and protection, as well as proficiency in Voyant and research tools like FE Analytics, Adviser Asset, Iress, and Selectapension. Excellent communication and organisational skills are essential for this role.

What We Offer:
  • A competitive starting salary of up to £50,000.
  • Performance-based salary review after six-month probationary period.
  • Comprehensive benefits package including:
    • 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:

We are a family-run practice offering friendly, professional financial advice since 1978. We specialise in providing expert independent advice, focusing on clients with more complex financial planning needs. Our approach is tailored to each client's unique circumstances, ambitions, and attitudes. If you believe you have the skills and experience to thrive in this role, please submit your tailored CV highlighting your relevant experience and key achievements.



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