Financial Planning Technical Support Specialist

2 days ago


High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000
About the Opportunity

We are seeking a highly skilled Technical Support Specialist to join our team of financial planners.

This is an exciting opportunity for a technical professional with at least 5 years of experience in providing support to busy financial planners.

The successful candidate will be responsible for interpreting data obtained by advisers during client meetings, analysing data and utilising research tools to provide solutions that meet client needs and objectives.

Key responsibilities include consolidating client needs and objectives, recommendations, and courses of action in written formats, including suitability letters and key features documents.

A competitive salary of £**50,000** per annum, plus benefits and bonuses is on offer. The role offers a hybrid working arrangement, with **2 remote days per week**, and flexi-time/core hour working.



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