Technical Support Specialist

1 week ago


West Wycombe, United Kingdom Avenue Recruitment Group LTD Full time

A reputable financial planning practice is seeking a skilled technical support specialist to join their team. As a chartered financial planner assistant, you will play a crucial role in providing technical support to busy financial planners.

The ideal candidate will have at least 5 years of experience in offering technical support and be close to achieving the chartered milestone. This is an excellent opportunity to work with a well-established company in the financial sector.

Salary: £55,000.00 per annum, plus benefits and bonuses

Job Description:

  • Receiving instructions from advisers during debriefings following client meetings
  • Interpreting data obtained by advisers during client meetings
  • Analysing data and using research tools to provide solutions to meet client needs and objectives
  • Providing records to support research undertaken
  • Consolidating client needs and objectives, recommendations, and course of action in a written format via a suitability letter, client-specific illustration, and key features document
  • Carrying out tasks in a manner consistent with compliance procedures
  • Preparing existing client files ready for reviews
  • Ensuring all client files are compliant on an ongoing basis
  • Performing all business-related administrative duties

Required Skills and Qualifications:

  • Chartered or close to achieving the chartered milestone
  • At least 5 years of experience in offering technical support

Benefits:

  • Hybrid working arrangement (2 remote-based days per week)
  • Flexi-time/core hour working


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