Financial Planning Professional

1 day ago


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

We are looking for a highly skilled Financial Planning Professional to join our team at Avenue Recruitment Group LTD.

In this key role, you will work closely with advisors to provide expert technical support, analyzing data and developing effective solutions to meet client needs.

You will be responsible for producing high-quality written reports, maintaining accurate records, and ensuring compliance with established procedures.

To succeed in this role, you will require Chartered or near Chartered status with at least 5 years experience in a similar position, as well as strong analytical and problem-solving skills, and excellent communication and interpersonal skills.

The working arrangements include 2 remote days per week, with flexible core hours. The estimated annual salary for this position is £55,000.00, inclusive of benefits and bonuses.



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