Financial Services Consultant

3 days ago


West Wycombe, United Kingdom Avenue Recruitment Group LTD Full time

We are seeking a Financial Services Consultant to join our dynamic team. As a key member of our technical team, you will be responsible for delivering high-quality paraplanning services, supporting our financial planners to achieve excellent client results.

About the Role:

This is a fantastic opportunity to work with a successful financial planning practice, providing expert support and guidance to our financial planners. You will be responsible for a range of tasks, including receiving instructions during debriefings, interpreting data, and analysing information to provide tailored solutions.

Key Responsibilities:
  • Receiving instructions and feedback from financial planners.
  • Interpreting and analysing data to inform client recommendations.
  • Preparation of suitability letters, illustrations, and key features documents.
  • Maintenance of compliance procedures and standards.
  • General administration and coordination tasks.
What We Offer:
  • Competitive salary up to £55,000.00 per annum.
  • Flexible working arrangements, including hybrid and flexi-time options.
  • Ongoing professional development and training opportunities.


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