Paraplanning Expert

19 hours ago

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

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 of the business as needed. Your primary responsibilities will include conducting research, preparing reports, and managing client data. You will work closely with our team to ensure seamless delivery of services.

Key Requirements

To succeed in this role, you should have a minimum of five years' experience in paraplanning or a related field. A Diploma in Regulated Financial Planning or equivalent qualification is essential. You will also need to demonstrate proficiency in using industry-standard software and tools, such as Voyant, FE Analytics, Adviser Asset, Iress, and Selectapension.

We offer a highly competitive salary, ranging from £45,000 to £50,000, depending on your level of experience. Our comprehensive benefits package includes 5% company pension contributions, Vitality healthcare, 25 days annual leave plus bank holidays, and potential discretionary end-of-year bonuses.

Company Overview:

Hitchell Financial Planning has been a trusted provider of financial advice since 1978. Our team of experts takes the time to understand each client's unique situation, crafting tailored solutions to meet their needs.

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