Financial Planning Technical Support Specialist
24 hours ago
A well-established financial planning practice is seeking a skilled technical support specialist to join their team. The ideal candidate will be chartered or close to achieving this milestone and possess at least 5 years of experience in providing technical support to financial planners.
Key Responsibilities:
- 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 that 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 for reviews
- Ensuring all client files are compliant on an ongoing basis
- Performing all business-related administrative duties
The successful candidate will be rewarded with a competitive salary of £55,000.00, plus benefits and bonuses. This is a hybrid role, with two remote-based days per week and flexible working hours.
-
Financial Planning Technical Specialist
1 day ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000A prestigious financial planning practice is seeking a skilled Financial Planning Technical Specialist to join their technical team. The ideal candidate will have at least 5 years of experience in providing technical support to busy financial planners, with a strong background in chartered or close-to-achieving the chartered milestone.Key responsibilities...
-
Financial Planning Technical Support Specialist
22 hours ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000About the OpportunityWe are seeking a highly skilled Technical Support Specialist to join our team of financial planners.This is an exciting opportunity for a technical professional with at least 5 years of experience in providing support to busy financial planners.The successful candidate will be responsible for interpreting data obtained by advisers during...
-
Technical Support Specialist
1 day ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeJob DescriptionThis Technical Support Specialist role will be responsible for providing technical support to our financial planning team, including fund and product research, writing suitability reports, and overseeing the implementation of investments. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years' experience...
-
Financial Planning Specialist
1 day ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000At Avenue Recruitment Group LTD, we are looking for a Financial Planning Specialist to join our technical team.A salary of £55,000.00 is available for the right candidate, plus benefits and bonuses.Key Responsibilities:Receiving instructions from advisers following client meetings.Interpreting data obtained by advisers during client meetings.Analysing data...
-
Senior Financial Planning Specialist
22 hours ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000A leading financial planning practice, Avenue Recruitment Group LTD, is seeking an experienced Senior Financial Planning Specialist to join their technical team. The ideal candidate will be chartered or close to achieving the chartered milestone and possess at least 5 years of experience in offering technical support to busy financial planners.The successful...
-
Technical Support Specialist
6 days ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeAvenue Recruitment Group LTD is seeking a skilled technical specialist to provide expert support to advisors in a reputable financial planning practice.As a Senior Paraplanner, you will participate in debriefings with advisors, analyze data collected during client meetings, and develop effective solutions using research tools.You will produce comprehensive...
-
Financial Planning Specialist
24 hours ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeCompany Overview:Templegate Recruitment Limited is a leading Financial Services Specialist Recruiters, dedicated to connecting talented professionals with exciting career opportunities in the industry.About the Role:We are seeking an experienced Paraplanner/Senior Paraplanner to join our team in Stokenchurch. As a key member of our support team, you will be...
-
Technical Support Specialist
22 hours ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeCompany Overview:A well-established and highly successful financial planning practice, the Avenue Recruitment Group LTD, is seeking a skilled individual to join their technical team.The ideal candidate will possess a chartered or near-chartered status, with a minimum of 5 years' experience in providing technical support to busy financial planners. They will...
-
Financial Planning Expert
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Marc Daniels Specialist Recruitment Ltd Full timeJob SummaryA finance business partner opportunity has arisen for a high-calibre individual to join a dynamic company based in High Wycombe.About the RoleThis is an exciting opportunity for a financial planning expert to oversee the preparation of monthly management accounts, providing financial insights and variance analyses for divisions. The ideal...
-
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000A reputable financial planning practice is seeking a skilled Technical Support Professional for Financial Planners to join their technical team.The ideal candidate will have at least 5 years of experience in providing technical support to busy financial planners, with a strong background in chartered or close-to-achieving the chartered...
-
Senior Financial Planning Specialist
24 hours ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000As a Senior Paraplanner with the Avenue Recruitment Group LTD, you will be working in a highly successful financial planning practice. The role is focused on providing technical support to busy financial planners, ensuring that clients receive high-quality services.About the Role5+ years of experience in offering technical support to financial plannersThe...
-
Financial Planning Specialist
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a financial planning firm in Stokenchurch who require a skilled Paraplanner due to company growth.The successful candidate will have a minimum of 3 years of experience in Paraplanning and be working towards or at Diploma Level 4 Qualified.Key responsibilities include provision of high-quality technical support, writing...
-
Financial Planning Specialist
1 day ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £35,000 - £55,000About the RoleTEMPLEGATE RECRUITMENT LIMITED seeks an experienced Paraplanner to join their team in Stokenchurch. This role is ideal for someone with a minimum of 3 years in Paraplanning who is either Level 4 Diploma qualified or actively working towards it.The successful candidate will be committed to delivering exceptional independent financial advice,...
-
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeA dynamic and forward-thinking financial planning practice is seeking a skilled paraplanning professional to join their technical team. As a Chartered Financial Planning Professional, you will play a key role in supporting financial planners to deliver exceptional client experiences. With a strong focus on technical excellence, this role requires at least 5...
-
Financial Planning Consultant
1 day ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000A well-established and highly successful financial planning practice, Avenue Recruitment Group LTD, are seeking a skilled Financial Planning Consultant to join their technical team.About the RoleThis is an exciting opportunity for a seasoned professional with at least 5 years of experience in offering technical support to busy financial planners. The...
-
Financial Planning Expert
1 day ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeAvenue Recruitment Group LTD is seeking a skilled Financial Planning Expert to join their technical team. The ideal candidate will be chartered or nearing the chartered milestone and possess at least 5 years of experience in providing technical support to financial planners. This role offers a competitive salary of £55,000 plus benefits and bonuses....
-
Senior Financial Support Specialist
1 month ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title:Senior Financial Support SpecialistAbout Us:Templegate Recruitment Limited is a leading financial services specialist recruitment agency, dedicated to providing high-quality candidates for top-tier companies.Job Description:We are currently seeking a highly skilled and experienced Senior Paraplanner/Senior Financial Support Specialist to join our...
-
Technical Support Specialist
5 days ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group Full timeA well-established and highly successful financial planning practice, Avenue Recruitment Group, is seeking a skilled Senior Paraplanner to join their technical team. This exciting opportunity offers a salary of £55,000.00 per annum, plus benefits and bonuses.About the RoleThis is an excellent chance for a Chartered or soon-to-be Chartered individual to...
-
Senior Financial Support Specialist
7 days ago
High Wycombe, Buckinghamshire, United Kingdom Austin Fraser Full timeJob OverviewAustin Fraser seeks a highly skilled Financial Support Specialist to join our team. This role involves providing technical support and maintaining high-quality written work in the financial services industry.In this position, you will have the opportunity to work closely with the IFA Team, supporting them in their daily tasks. You will be...
-
Technical Automation Specialist
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Rise Technical Recruitment Full timeAbout Rise Technical RecruitmentRise Technical Recruitment is a specialist recruitment agency operating within the water treatment industry, supplying modern and future-focused technologies.Job Overview:We are currently recruiting for an experienced Junior Controls Engineer to join our client, a leading innovator in water treatment technologies. As a Junior...