Technical Planning Consultant

4 days ago


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

Avenue Recruitment Group LTD is recruiting a Senior Paraplanner to join their technical team. As a key member of the team, you will provide essential support to busy financial planners, ensuring timely completion of tasks and maintaining high-quality standards.

Key Features:
  • Salary: Up to £55,000 per annum, dependent on experience.
  • Hybrid working arrangement with 2 remote days per week.
  • Flexible core hours to accommodate individual needs.
  • Ongoing training and development opportunities.
  • Benefits package including bonus scheme.
Responsibilities:
  • Debriefing and supporting advisers after client meetings.
  • Data interpretation and analysis to meet client needs.
  • Research and preparation of suitability letters and other documentation.
  • Compliance and quality assurance of client files.
  • Administrative tasks related to business operations.


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