Technical Paraplanning Specialist
3 weeks ago
About the Role:
A well-established and highly successful financial planning practice, Avenue Recruitment Group LTD, is seeking a skilled Senior Paraplanner to join their technical team.
The ideal candidate will be chartered or close to achieving the chartered milestone with at least 5 years of experience in offering technical support to busy financial planners. The role comes with a competitive salary package, including a base salary of £55,000.00 plus benefits and bonuses.
Job 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 ready for reviews.
- Ensuring all client files are compliant on an ongoing basis.
- Performing all business-related administrative duties.
Why Choose This Opportunity?
This role offers a unique blend of technical expertise and business acumen, making it an attractive opportunity for professionals looking to advance their careers in financial planning.
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