Paraplanner

Recruitment Rebellion; Royal Tunbridge Wells; Hybrid; GBP 50,000; Full time

Job description

Are you the experienced Paraplanner we are looking for to join our close-knit team?

Would you like to work for an independent financial adviser with a supportive and 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 dynamic role at Hitchell Financial Planning in Tunbridge Wells. We operate a family-oriented workplace where your contributions will directly impact our client outcomes. We are offering a highly competitive salary with excellent benefits, and we will support you with continued professional development. This role will give you lots of valuable experience and there will be every opportunity for you to play an important role in the firm.

About the role

While your primary focus will be on paraplanning, our small, family-run structure requires flexibility from all our team to assist in other tasks such as administration and in other areas of the business as required.

Duties will broadly fall within the following areas:

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

We are looking for an experienced paraplanner, someone who has a minimum of five years experience gained within an IFA wealth management setting.

• Diploma in Regulated Financial Planning or equivalent.
• Strong knowledge in pensions, investments, and protection.
• Proficiency with Voyant and research tools such as FE Analytics, Adviser Asset, Iress and Selectapension.
• Proficiency with Investment platforms.
• Experience in preparing research for tax wrappers, IHT, BPR, drawdown, annual reviews, and client servicing.
• Excellent communication and organisational skills.
• Flexibility and a willingness to provide support in a range of other tasks as required.
• Be proactive and able to work on your own.

Salary & Benefits:

• Competitive Starting Salary: Up to £50,000.
• Performance-based salary review after six-month probationary period.
• 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:

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. By taking the time to understand their unique circumstances, ambitions, and attitudes, we recommend our clients tailored financial solutions to meet their current and future needs.

To apply:

If you have the unrestricted right to work in the UK and believe you have the skills and experience to thrive in this role, please submit your tailored CV, highlighting your relevant experience and key achievements. Our application process is designed to be fair, straightforward, and inclusive. If you require any reasonable adjustments during the application or interview process, please let us know. Please state clearly on your CV where you live.

This advert may remain open for up to six weeks, but we encourage early applications as the interviewing process may begin at any time. Only shortlisted candidates will be contacted.