Paraplanner Role

6 days ago


High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time

Avenue Recruitment Group LTD is seeking an experienced Paraplanner to join their team in a reputable financial planning practice.

As a Senior Paraplanner, you will be responsible for participating in debriefings with advisors, analyzing data collected during client meetings, and developing effective solutions using research tools.

You will produce comprehensive written reports detailing client needs, recommendations, and proposed courses of action, maintaining accurate records and ensuring compliance with established procedures.

The ideal candidate will have Chartered or near Chartered status with at least 5 years experience providing technical support, strong analytical and problem-solving skills, and excellent communication and interpersonal skills.

This role includes 2 remote days per week, with flexible core hours, and an estimated annual salary of £55,000.00, inclusive of benefits and bonuses.



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