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Chartered Paraplanner Position
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Chartered Paraplanner Vacancy
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West Wycombe, United Kingdom Avenue Recruitment Group LTD Full timeTechnical Support Professional sought by Avenue Recruitment Group LTD to provide expertise in financial planning. As a key member of the team, you will be responsible for interpreting data, analysing research tools, and developing solutions to meet client objectives.We require a highly skilled individual with at least 5 years of experience in offering...
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Senior Paraplanner
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High Wycombe, United Kingdom Avenue Recruitment Group LTD Full timeA well established and highly successful financial planning practice are looking to recruit into their technical team. They need an individual that is chartered or close to achieving the chartered milestone. At least 5 years experience (current) of offering technical support to busy financial planners.Salary to £55,000.00 plus benefits and bonusesHybrid- 2...
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Senior Paraplanner
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high wycombe, United Kingdom Avenue Recruitment Group LTD Full timeA well established and highly successful financial planning practice are looking to recruit into their technical team. They need an individual that is chartered or close to achieving the chartered milestone. At least 5 years experience (current) of offering technical support to busy financial planners. Salary to £55,000.00 plus benefits and bonuses...
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High Wycombe, United Kingdom Avenue Recruitment Group Ltd Full timeA well established and highly successful financial planning practice are looking to recruit into their technical team.Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.They need an individual that is chartered or close to achieving the chartered milestone. At least 5 years...
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High Wycombe, United Kingdom Avenue Recruitment Group LTD Full timeJob DescriptionA well established and highly successful financial planning practice are looking to recruit into their technical team.They need an individual that is chartered or close to achieving the chartered milestone. At least 5 years experience (current) of offering technical support to busy financial planners.Salary to £55,000.00 plus benefits and...
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High Wycombe, United Kingdom Avenue Recruitment Group Ltd Full timeA well established and highly successful financial planning practice are looking to recruit into their technical team.They need an individual that is chartered or close to achieving the chartered milestone.At least 5 years experience (current) of offering technical support to busy financial planners.Salary to £55,000.00 plus benefits and bonusesHybrid- 2...
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Technical Support Professional
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West Wycombe, United Kingdom Avenue Recruitment Group LTD Full timeAavenue Recruitment Group LTD is looking for a Chartered Paraplanner Vacancy to join their team. As a key player in the financial planning process, you will be responsible for receiving instructions from advisers, interpreting data, analysing research tools, and providing solutions to meet client objectives.We require a skilled individual with at least 5...
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Senior Paraplanning Professional
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West Wycombe, United Kingdom Avenue Recruitment Group LTD Full timeAre you a Chartered or near-Chartered paraplanner looking to take your career to the next level? We have an exciting opportunity for a Senior Paraplanner to join our client's technical team.About the RoleThis is a hybrid role, with 2 remote days per week and flexible working hours. The successful candidate will provide technical support to busy financial...
Chartered Paraplanner
3 weeks ago
Job 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 debriefings from advisers 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 all 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.
- All business-related administrative duties.
Requirements
">To be successful in this role, you must:
">- possess a chartered or near-chartered status.
- have at least 5 years' experience in providing technical support to financial planners.
- display strong analytical and problem-solving skills.
- demonstrate excellent communication and interpersonal skills.
What We Offer
">We offer a competitive salary of £55,000.00 per annum, plus benefits and bonuses. You will also enjoy a hybrid working arrangement, with two remote-based days per week and flexible core hour working.
