Chartered Financial Planner
3 weeks ago
We are recruiting for a Senior Paraplanner to join our team at Avenue Recruitment Group LTD. As a key member of our technical team, you will work closely with experienced financial planners to deliver exceptional results for our clients.
Responsibilities:
- Assist senior advisers in preparing for client meetings by interpreting data and analysing research
- Develop and implement effective solutions to meet client needs and objectives
- Prepare comprehensive suitability letters, client-specific illustrations, and key features documents
- Maintain accurate records of research undertaken and ensure compliance with regulatory requirements
- Provide administrative support to the team, including preparing client files for reviews
- Work collaboratively with colleagues to achieve team goals and objectives
This is a fantastic opportunity to join a successful financial planning practice and advance your career as a Senior Paraplanner. You will receive a competitive salary of £55,000.00, plus benefits and bonuses, and enjoy a hybrid working arrangement with two remote-based days per week.
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Chartered Financial Planning Professional
3 weeks ago
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...
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Chartered Financial Planning Professional
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group Full timeAvenue Recruitment Group is seeking a highly skilled Senior Paraplanner to join their technical team. With a salary of £55,000.00 per annum, plus benefits and bonuses, this is an excellent opportunity for a Chartered or soon-to-be Chartered individual to showcase their skills. Key responsibilities include providing technical support to busy financial...
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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...
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Chartered Support Analyst
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000Avenue Recruitment Group LTD is seeking a Chartered Support Analyst to join our technical team.The salary for this role is £55,000.00, plus benefits and bonuses.Responsibilities:Providing technical support to financial planners.Receiving instructions from advisers following client meetings.Interpreting data obtained by advisers during client meetings.We...
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High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeAbout the Role">Avenue Recruitment Group LTD is seeking a skilled Technical Support Professional for Financial Planners to join their technical team. As a key member of the team, you will provide technical support to busy financial planners, ensuring that clients receive comprehensive advice and guidance.">Key Responsibilities">Some of your key...
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Financial Planning Professional
5 days ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeJob Title: Technical Support SpecialistA well-established and highly successful financial planning practice, Avenue Recruitment Group LTD, are seeking a skilled professional to join their technical team. The ideal candidate will have at least 5 years of experience in providing technical support to busy financial planners. This is an exciting opportunity for...
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Chartered Technical Advisor
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeAbout the RoleAvenue Recruitment Group LTD is recruiting for a Chartered Technical Advisor to join their financial planning practice. As a key member of the technical team, the successful candidate will provide expert technical support to financial planners, ensuring that clients receive the highest level of service. This role requires a deep understanding...
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Chartered Paraplanner Role
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000Avenue Recruitment Group LTD is seeking a highly skilled Chartered Paraplanner to join their technical team. The ideal candidate will have at least 5 years of experience in providing technical support to financial planners and be chartered or close to achieving the chartered milestone.This role offers a competitive salary of £55,000.00 plus benefits and...
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Financial Planning Expert
3 weeks 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....
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Chartered Paraplanner
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeJob Summary">Avenue Recruitment Group LTD is seeking a Chartered Paraplanner to join their technical team. The successful candidate will provide technical support to busy financial planners, ensuring that clients receive comprehensive advice and guidance.">Key Responsibilities">Your key responsibilities will include:">Receiving instructions during...
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Financial Planning Specialist
3 weeks 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...
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Financial Planning Technical Specialist
3 weeks 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...
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Financial Planning Assistant
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000Avenue Recruitment Group LTD is currently recruiting for a Senior Paraplanner to join their technical team. The successful candidate will have at least 5 years of experience in providing technical support to financial planners and be chartered or close to achieving the chartered milestone.The role involves receiving instructions from advisers, interpreting...
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Senior Financial Planning Associate
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom IDEX Consulting Ltd Full timeAre you a motivated and experienced Paraplanner looking to accelerate your career in financial planning? IDEX Consulting Ltd is seeking a skilled individual to join their team as a Senior Financial Planning Associate.We are working with a practice of Chartered Financial Planners who are looking to hire an experienced Paraplanner. This role offers a unique...
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Senior Financial Planning Specialist
3 weeks 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...
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Senior Financial Planning Specialist
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeCompany Overview">A well-established and reputable financial planning practice, Avenue Recruitment Group LTD, seeks a skilled professional to join their technical team. With a strong presence in the industry, this company offers a dynamic work environment and opportunities for growth.">Salary and Benefits">The successful candidate can expect a competitive...
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Technical Support Specialist
3 weeks 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...
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Financial Planning Assistant
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom IDEX Consulting Ltd Full timeCompany OverviewBuckinghamshire-based Chartered Financial Planners are seeking an experienced Paraplanning professional to join their team. This is a hybrid working role, with core hours completed in the office 3 days a week, allowing for flexibility in start and finish times.SalaryThe estimated salary for this position is between £40,000 - £60,000 +...
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Senior Financial Support Specialist
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeJob OverviewA 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...
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Financial Planning Technical Support Specialist
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeJob OverviewA 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...