Senior Financial Support Specialist

2 days ago


High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time
Job Overview

A well-established and successful financial planning practice, Avenue Recruitment Group LTD, is seeking a skilled Senior Paraplanner to join their technical team. This role offers an exciting opportunity for a chartered or near-chartered individual with at least 5 years of experience in providing technical support to busy financial planners.

Key Responsibilities:
  • Supporting advisers during debriefings following client meetings.
  • Interpreting data obtained by advisers during client interactions.
  • Analysing data and using research tools to provide solutions meeting client needs and objectives.
  • Preparing records to support research undertaken.
  • Consolidating client needs and objectives, recommendations, and course of action in written format via suitability letter, client-specific illustration, and key features document.
  • Maintaining compliance procedures while performing tasks.
  • Preparation of existing client files for reviews.
  • Ensuring ongoing compliance of client files.
  • Handling all business-related administrative duties.

The successful candidate will receive a competitive salary up to £55,000 per annum, plus benefits and bonuses. A hybrid working arrangement, with 2 remote days per week, and flexible core hours will be offered.

Why this Role?

This Senior Paraplanner position offers a rewarding career path for individuals seeking to grow within the financial services sector. With the opportunity to work on challenging projects and develop your skills, you will contribute to the success of Avenue Recruitment Group LTD's clients.



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